Adecoagro A Value Play on Sugar with a George Soros Call

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Rupert Hargreaves
Published on
Updated on

The price of a pound of sugar has been bouncing around all-time lows for the past month or so, as record crops from India, Brazil and Thailand all dump extra supply into the already over supplied market. Obviously, with prices at an all-time low and extra supply coming to the market, the price of sugar could have further to fall, hurting sugar producers even more, but this could provide an opportunity. As a crop, sugar is subject to all the usual environmental factors such as drought and poor weather, which can send the price skyward almost overnight. Sugar is also…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk