
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
- SAT & SAIC inconsistencies
See the full presentation below:
Disclosure: FG Alpha was short 3799.HK at time of presentation