For specific companies/sectors, I'd be very interested on your take of Gladstone Land $LAND or the farmland sector in general.
For $LAND specifically, it has more than tripled since the pandemic low, despite ~2x-ing the share count. Props to management because issued way above NAV, so NAV is has been increasing at a decent CAGR. Is this i…
For specific companies/sectors, I'd be very interested on your take of Gladstone Land $LAND or the farmland sector in general.
For $LAND specifically, it has more than tripled since the pandemic low, despite ~2x-ing the share count. Props to management because issued way above NAV, so NAV is has been increasing at a decent CAGR. Is this insane demand because, to my knowledge, $LAND and $FPI are only public pureplay assets?
For farmland more generally, perhaps one of the better inflation plays? I.e. a cashflow-ing real asset that is in both constant demand (people gotta eat) and constant supply decline (urbanization, salinization, climate change increasing droughts, etc). Potential play in carbon credit/sequestration market with innovate forms of farming such as agroforestry, regenerative/restoration agriculture, etc. To be quippy about it, there must be a reason Bill Gates is buying so much farmland.
For specific companies/sectors, I'd be very interested on your take of Gladstone Land $LAND or the farmland sector in general.
For $LAND specifically, it has more than tripled since the pandemic low, despite ~2x-ing the share count. Props to management because issued way above NAV, so NAV is has been increasing at a decent CAGR. Is this insane demand because, to my knowledge, $LAND and $FPI are only public pureplay assets?
For farmland more generally, perhaps one of the better inflation plays? I.e. a cashflow-ing real asset that is in both constant demand (people gotta eat) and constant supply decline (urbanization, salinization, climate change increasing droughts, etc). Potential play in carbon credit/sequestration market with innovate forms of farming such as agroforestry, regenerative/restoration agriculture, etc. To be quippy about it, there must be a reason Bill Gates is buying so much farmland.
Love your work, keep it up!