By now, you are probably aware of the devastation that Hurricane Harvey levied on both Texas and Louisiana. Did you also know that another powerful storm is also poised to hit the Carolinas? Thoughts and prayers go out to those in the storms’ paths from everyone on the GeoInvesting Team. Reach Out A Helping Hand […]
Amazon, the on-line everything store has an insatiable appetite. For products to sell. For data, to drive sale of products. And ultimately for world domination.
Contributed by FG Alpha Management About Dali Foods Group (3799:HK) (3799:Hong Kong) Dan David, co-founder of GeoInvesting and founder and CIO of FG Alpha Management, spoke at Sohn Hong Kong where he presented a short thesis on Dali Foods (3799.HK). The presentation covered arguments on: advertising expenses cash advances CAPEX spending unbelievably low operating expenses […]
The Internet of Things, or IoT, is continuing to rapidly emerge as the next big thing with huge potential to positively impact stocks in certain industries. Some sources cite that “the concept is expected to fuel a staggering $3 trillion market by 2020, just three short years from now.”
Big caps like Intel Corporation (NMS:INTC), International Business Machines (NYSE:IBM) and QUALCOMM Incorporated (NMS:QCOM) are just a few Blue chip companies pouring billions into the space. On the smaller capitalized side, STMicroelectronics (NYSE:STM), a global semiconductor enabling smarter driving and smarter factories, cities and homes, along with the next generation of mobile and Internet of Things devices, has powered higher over the last year.
We have been on the hunt for other stocks that are on the cusp of seeing their shares rise once the IoT industry is ready to go mainstream. And we finally found two stocks.
In July of 2016, several media outlets, as well as a top activist publication, contacted us. They wanted to know more about the role we were taking to prevent American Securities (“PE Firm”), a private equity firm from “stealing” public company Blue Bird Corporation (NASDAQ:BLBD) from minority shareholders by making a low-ball offer that would […]
A Stock Peter Lynch Would Love As a preacher of “invest in what you know”, Peter Lynch would love this pet products company engaged in developing, manufacturing and marketing products for the retail pet business. We think the company is one of those stories that just makes sense and will be easy for investors to understand. The value […]
Contributed by FG Alpha Management for GeoInvesting, LLC We have uncovered an instance of meaningful information arbitrage, where Kandi Technologies Group Inc. (NMS:KNDI) – a U.S. listed Chinese vehicle manufacturer – could be in serious jeopardy due to a brand new government ordered production and sales suspension of almost all EV models that the company produces. […]
We learned today (after last night’s market close in Asia) that a discounted rights offering proposed by Sino Grandness Food Industry Group (T4B.SI) (OTCBB: SFOOF) has been reduced in price significantly, to the tune of 32%, furthering a case that we made in October that the company may have seen its Hong Kong IPO of its […]