Value Investing with Sven Carlin, Ph.D.Published 2026-09-12
“Where are we with Investing Today! 15% UP Per Year Next? or 80% Crash?”
$ADMBearish
ADM no longer held; price doubling reduced downside protection.
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