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
