Contrarian Investor: Agriculture shall go to the ball

Agriculture shall go to the ball

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I have given up counting how many times I have written about everything farm related, ranging from boring old UK land through to agriculture-orientated biotech.

It seems to me that, if you are a long-term investor, agriculture should be an area of huge interest, and not just because of Mark Twain’s hoary old comment about them not making much new land anymore (something which is no longer strictly true). If you are even remotely interested in the idea of theme investing (implying an interest in particular sectors) there is no better story than farms and food. Now of course one issue that stops many investors from looking at these broad themes is what I can charitably call the 'focus' challenge. Namely, what exactly am I going to buy in fund o...

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