🚨 MY NEW MULTI-MILLION DOLLAR INVESTMENT It’s not AI or Tech. It’s a sector that has been completely forgotten, yet the global economy collapses without it. The trend away from physical goods has reversed. We are moving back to a world where real, tangible assets win. I have already spoken at length about why I prefer oil companies to gold mines at current ratios. But alongside energy, there is another hated sector that is currently screaming at historical lows. Agriculture. Specifically, the inputs required to feed a growing population on shrinking arable land. I am heavily accumulating Nutrien (NTR), the Amazon of farming. At current valuations, the disconnect between the share price and the fundamental reality of global food security is absurd. It’s trading at a fraction of its replacement value. The market is pricing it for a recession, while the supply/demand dynamics for potash are actually tightening for the first time in two years. I feel far more at ease holding the world’s largest producer of crop nutrients than I do holding software stocks at 50x earnings. The downside is capped by tangible assets and cash flow. ...