AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Supply Constraint Story in the Potato Industry
I don't think it was, you know, COVID hit and the industry just slam on the brakes on capacity issues. I think it was they continue to bring on capacity. And that's why a lot of the demand, at least especially in the near to medium term shifts over here. It takes two years, three years for supply to come online. You're facing supply shortages.
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