Finding value in the debris after Amazon, Shein, and the macro.
Brazil's JBS history, China's post-reform history, and FT books
What the decade economic plan unveiled by Lula tell us about the strategic priorities of the country
The Brazilian meatpacker is becoming the leading player in the South American and global beef export markets.
I believe long-term the salmon farming industry is toast, but it exemplifies a great deal of what competition and capitalism do to rents.
Nanocaps in Agricultural Inputs and Farm Products that are not worth the research (undercapitalized, bad management, no product).
How to quickly filter out bad companies.