Gary Hui on shorting A2 Milk, why narratives lie & building deep research edge at Geometrica

·51 min·5 clips

Gary Hui's team created thousands of WeChat bots to expose A2 Milk's channel stuffing problem.

Portfolio manager Gary Hui discusses his data-driven investment process at Geometrica Fund, including shorting A2 Milk by uncovering channel stuffing through alternative data like WeChat bots and port shipments. He also explains how market narratives, such as GLP-1 drugs affecting ResMed, can be misleading compared to hard evidence like inventory spikes.

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