I presented at Sohn Hong Kong on Dali Foods (3799.HK), explaining why FG Alpha was short the company’s stock. The original presentation can be seen here, but to summarize: Based on CTR reports from 2012-2014, Dali’s advertisement spending is ranked […]
Last Night Bloomberg Asia interviewed GeoInvesting’s Dan David about Tech Pro Technology (HK3823). He explained how GeoInvesting came about the story and parlayed the conversation to the current state of affairs in the Chinese markets. In essence, he tells Bloomberg’s Betty Liu […]
GeoInvesting prepared the following thesis in late April for submission to the Sohn Conference Idea Contest with when Domino’s Pizza Inc. (NYSE:DPZ) shares traded near $138. It was selected as a finalist, so we had to wait to publish the full report […]
Yuhe International Inc. (YUII), a Chinese chicken breeder whose business model is based on quick turnaround, took only three days to acknowledge it had been bested by two short sellers in rural Pennsylvania. The investors, who run GeoInvesting LLC, issued […]