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 […]
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). […]