The Investors Who Think Hazelnuts Will Be the Next Pistachios

The Investors Who Think Hazelnuts Will Be the Next Pistachios – Odd Lots

Mentioned

Bullish

COMMODITYPROCESSORS— Invest in commodity processing companies that benefit from price increases in raw materials, as their earnings tend to lag behind commodity price movements by one or two quarters, potentially creating profitable opportunities.
HAZELNUTS— Invest in hazelnuts due to a significant supply shock caused by a major frost in Turkey, which destroyed one-third of the country's hazelnut crop. This event follows a pattern of decadal frost occurrences affecting Turkish hazelnut production.
EM— Invest in emerging markets stocks with high growth potential, aiming for investments that can double in value within a year using a growth at a reasonable price (GARP) investing strategy.
FERRERO— Consider investing in Ferrero, as the company purchases a quarter of the global hazelnut supply annually, potentially positioning it well to handle supply issues in the hazelnut market.

Not investment advice.