ADM no longer held; price doubling reduced downside protection.
Bearish
“Where are we with Investing Today! 15% UP Per Year Next? or 80% Crash?”
Value Investing with Sven Carlin, Ph.D.Published Sep 12 · 1 passage
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Usually last year I would say Archer Daniel Midlands it's food defensive we have to eat the business will remain there we'll protect inflation everything great and then I said that's a way to look at value now the stock given all the inflation improvements now it's already double which means my protection is half of what it was I don't own ADM anymore
What this channel has said about $ADM
Value Investing with Sven Carlin, Ph.D. has 3 calls on this stock; only the adjacent ones are shown.
2026-09-12BearishThis one
Usually last year I would say Archer Daniel Midlands it's food defensive we have to eat the business will remain there we'll protect inflation everything great and then I said that's a way to look at value now the stock given all the inflation improvements now it's already double which means my protection is half of what it was I don't own ADM anymore