In short: Global food infrastructure (source/process/merchandise/distribute). Just closed the Viterra deal, diversifying away from soybean-crush sensitivity; up 70% but he maintains a position in some funds and has "some confidence there's more room to run."
Bunge is global food infrastructure — it sources, processes, ships and sells crops around the world, effectively taking a toll along the food supply chain.
It just closed its purchase of Viterra, which reduces its dependence on the volatile soybean-crushing business. The stock is up 70%, but he still holds it in some funds and has "some confidence there's more room to run."
41:28It's actually really interesting because they just closed on their acquisition of Viterra, which your Canadian audience might recall as the Saskatchewan Wheat Pool way back when. I think about a decade ago, they changed their name and were bought by Glencore of all companies. Yeah, as a renamed Viterra and then it was bought now by Bunge.
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