Australian Investors Podcast cover image

2 sense: our 3 biggest mistakes, investing $100k, Core Lithium (CXO), DZZF, Twilio (TWLO), Owen says Dubber (DUB) is a no go & Rural Funds Group (ASX:RFF)

Australian Investors Podcast

00:00

Is Ag an Unloved Asset Class?

I think there is a great long time outlook for Ag given the macro trends of rising incomes and population in nearby Asia region. In particular, I'm interested in the company Rural Funds Group. It's basically a company building land and water assets that are suited to beef, macadamia, and viticulture that they can lease to businesses to operate. How do you value it? This is primarily a REIT. They got hit by a short sell. 2019, yeah, 2019 fell from $2.38 down to $1.69. And I think that was based on overvalued assets. The issue with agriculture probably the same as commodities is that it's low volume. It's low

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app