Dan David Speaks With Bloomberg About Dali Foods Group (3799.HK) Short Thesis
I presented at Sohn Hong Kong on Dali Foods (3799.HK), explaining why FG Alpha was short the company's stock. The [...]
Dan David Speaks With Bloomberg About Tech Pro Slide
Last Night Bloomberg Asia interviewed GeoInvesting's Dan David about Tech Pro Technology (HK3823). He explained how GeoInvesting came about the story [...]
Domino’s Pizza Potential Downside Means Lucrative Short For Investors
GeoInvesting prepared the following thesis in late April for submission to the Sohn Conference Idea Contest with when Domino's Pizza [...]
Shorting Chinese Chicken Breeder Earns Wings for GeoInvesting
Yuhe International Inc. (YUII), a Chinese chicken breeder whose business model is based on quick turnaround, took only three days [...]