66 On October 25, I along with one of my special situation analysts, Siggy Eggert and GeoInvesting Contributor Joe Templin, spoke with Dr. Adrian Scott about cryptocurrencies. In this episode, DR. Scott reviews the evolution of the cryptocurrency environment, covering […]
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 […]
17 When researching a microcap company, nothing replaces an interview with the company’s CEO and/or CFO. Often, management is willing – and is even anxious – to talk to analysts and investors to get their company’s story out. Engaging in meaningful […]