Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks

00:00 Intro

00:12 Summary

3:00 Investing in timber: oligopoly controls the market

4:58 There is also geographical concentration…

6:43 Final remarks

11:45 Action points

Summary

Portugal is a huge Eucalyptus Globulus producer;

Portuguese timber investors depend on Navigator and Altri;

Pulp makers have other dependencies, like BHKP prices and China.

Action points

Do the companies I own depend on a few customers?

Do the commodities I own really protect me against inflation?

Am I blindly expecting land to protect me against inflation? If so, will it really?

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Id. d’épisode : 1000539125725

GUID : f0d30e45-0094-40b2-a3a1-20a69d872d3a

Date de publication : 20/10/2021 à 05:00:00