7 posts
The Demeter Ag Aggregate read against the context it operates in: what agricultural output sells for, what the inputs cost, and what moving it costs.
Reported revenue across the Demeter Ag Aggregate: which parts of the agricultural value chain are growing, and where in the world that revenue is earned.
How the six sub-sectors of the Demeter Ag Aggregate are valued against the broad market in their own countries, on an EV/EBITDA basis.
Total shareholder return across the six sub-sectors of the Demeter Ag Aggregate, with the largest individual contributors and the long-run record against equity benchmarks.
The Demeter Ag Aggregate read against the context it operates in: what agricultural output sells for, what the inputs cost, and what moving it costs.
Reported revenue across the Demeter Ag Aggregate: which parts of the agricultural value chain are growing, and where in the world that revenue is earned.
How the six sub-sectors of the Demeter Ag Aggregate are valued against the broad market in their own countries, on an EV/EBITDA basis.