GEO Investing

Excerpt:

In the maze of thronged and narrow streets that makes up Fujian province’s capital city of Fuzhou, a deft driver, if he’s willing—as all Chinese drivers apparently are—to nearly kill or injure vast numbers of his countrymen can take you to the foot of Dongjie street. There was little reason to be there save for its having the headquarters of a company called China MediaExpress holdings, an enterprise that seems to be able to whether allegations about its business that would have forced the share price collapse of a company five times its size. The attention of bulls and bears is not misplaced: In a mere four years as a public company, it has apparently come to dominate the ad placement market for leading multinational consumer products companies on a network of what it claims is more than 27,000 buses on Chinese airport and intercity routes…

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