In short: Named with Cargill & Bunge as the global-food-infrastructure majors behind his pre-COVID agribusiness thesis (he expresses it through Bunge).
41:48But, so Bunge's really re-divert re- They really needed that to diversify themselves away from the soybean sensitivity. And so, soybean or soy crush, you you crush that into both soybean meal, which is mostly animal feed, and then soybean oil, which goes into a lot of uh human foods. But, I had a thesis going back pre-COVID around these agribusinesses, so ADM, Cargill, Bunge being global food infrastructure and basically being these critical companies that both they source a lot of the ag, they process it, they merchandise it, and then they get it
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.