Capitalist Exploits Insider

Asymmetric Investing Service

A HUGE STORY NO ONE IS DISCUSSING

The coronavirus panic has broken our fragile, globalised food system. Shortages and higher food prices are set to follow. For now, markets have not priced this in, opening a massive opportunity to those who understand how to invest.

GET OUR THESIS ON INVESTING IN AGRICULTURE

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A SIMPLE THESIS

The outbreak of Covid-19 prompted governments around the world to introduce "lockdowns", in an effort to reduce the spread of the virus. One of the unintended consequences has been unprecedented supply and labour destruction in our globalised food system - that was fragile to begin with. As food is literally being destroyed on farms, it's also not being harvested or planted. This, we argue, has created the perfect storm for food prices to rise - and certain agricultural assets to outperform.

Globally, Farmers Have Been Destroying Their Crops

FACTORS CONTRIBUTING TO HIGHER FOOD PRICES

Lockdowns have wreaked havoc globally with regards to border closures and labour markets, impacting agriculture severely.

Owing to the covid-19 panic, many existing crops have been sown back into the ground, animals destroyed, and planting season missed.

The trillions borrowed or printed into existence are going to continue to cause the cost of living to rise.

The political cooperation built over decades has created a fragile global food system that is now falling apart.

The world looks to be entering a solar minimum – adding environmental pressures to an already explosive situation.

SERIES OVERVIEW

Get our in-depth research presented as a multi part documentary, taking you through our investment process and decision

EPISODE 1

A WORLD WIDE PICTURE

We take you through the bullish and bearish cases for agriculture, and why it took a world-wide crisis for us to finally become involved in the sector.

EPISODE 2

UNINTENDED CONSEQUENCES

We study how deeply the agriculture sector has been affected by the lockdowns, from the destruction of supply to the restriction of global labour migration.

EPISODE 3

GLOBALISED FRAGILITY

While the world has never been better equipped to work from home, we delve into why it has perhaps never been worse equipped to deal with a food crisis.

EPISODE 4

HOW WE ARE INVESTING

We share our thoughts on where to look, and just as importantly, where NOT to look when deciding to invest in agricultural commodities.

DOWNLOAD THIS AUDIO SERIES

Download our 4 part MP3 audio series taken directly from our premium investment research, which also comes with a full transcription

Insider is an investment research membership service. We provide members with deep value, global investment ideas each having asymmetric risk/reward setups, along with various methods of execution. Importantly, we have skin in the game: the ideas featured in Insider are the same as our fund management service, Glenorchy Capital, and the same that our team all individually invest in.

LEADERSHIP

Chris MacIntosh

Raised in Southern Africa, Chris has since lived & invested from 7 different countries. After a career at top tier investment banks such as JPM, Lehman, Robert Flemmings and Invesco, Chris became tired of corporate life, and has since built multiple million dollar companies, overseen $35m into venture capital, all the while investing full time, and managing his own and private clients wealth.

Brad McFadden

After managing high net worth private client funds at Henry Ansbacher, and a proprietary trading book for Rand Merchant Bank in South Africa & Australia, Brad’s speciality is in executing strategies to achieve the asymmetric payoffs for any given thesis, and works with Chris in identifying opportunities across the world’s different markets and asset classes, and how best to execute them.