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I am bored AF of reading AI slop opinions about SaaS and Mag7 companies, so here is something totally different: where I see good value in the commodities industries. Commodity businesses are an overall mid investment category because they are hugely cyclical and so buying at the wrong time can ruin your future growth trajectory. I suspect this is something everyone about to throw their inheritance into soon-to-IPO LLM developers is going to discover in an incredibly painful manner (lmao). …
— ORIGINAL POST ·
Let’s talk commodity oligopolies
· r/ValueInvesting
· Jun 20, 2026