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Adecoagro S.A. (AGRO): A Bull Case Theory

We came across a bullish thesis on Adecoagro S.A.  on Fundamental Deep Dive’s YouTube channel. In this article, we will summarize the bulls’ thesis on AGRO. Adecoagro S.A.'s share was trading at $8.36 as of January 13th. AGRO’s trailing and forward P/E were 35.13 and 20.45, respectively according to Yahoo Finance.

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Adecoagro presents a high-conviction deep value opportunity amid financial distress. The company owns a substantial portfolio of independently appraised farmland and...