Transaction log

  • Jul 30, 2020 - Bought 1 @ $2,780.00 (2.16% wtg, coffee can)

Seaboard

Location: Merriam, Kansas

 

Fair value estimate history

  • Mar-25 - $4,071 (7.0% MFCF yield)

  • Jun-25 - $4,198

Profile

Industry: Farm products

Sector: Consumer defensive

Theme: Bear market, prolonged recession

5-Year shareholder growth: +14.4%/year

Estimated fair value: $4,198

Valuation assumption: 7.0% MFCF yield

Insider ownership: 73.6%

Investors: Tony Deden (Edelweiss Holdings)

History
Playing defense: Buying Seaboard, selling Green Dot
Playing defense: Buying Seaboard, selling Green Dot

The gap between expectations and economic reality is wide as I've seen. I'm going to add Seaboard (SEB) to the portfolio, a global agribusiness. [trades]