Friday, October 7, 2011

Timing and Longer Time Frame are Key to Investing in Farming

Using Morgan Stanley's failed venture into farm investing in the Ukraine and selling its distressed investment at the wrong time, Bloomberg's Alan Katz has a good video here with some good farming scenes in the Ukraine. (This region is improving farming infrastructure and buying equipment rapidly, but it takes time and does not happen overnight.)

Haven't those with dirt under their fingernails laughed as white shirt collars "invest" in this industry? Somethings been wrong with this picture all along . . . ——K.M.