IT'S ALL ABOUT UNICORNS

Seeds are always the origin of life. This comes into existence from seeds and nurtures itself from them within the first few hours.  Plants draw nourishment from earth and human beings obtain all that good from the seeds. They satisfy our primary needs of subsistence. Giving up on them  is impossible because seeds are the first level in the food chain. It doesn't matter if you eat vegetables, nuts, animals, dairy products, fish or fruits. Seeds are always at the beginning of the food chain.  Seed companies, which hold knowledge about genetic engineering techniques and develop new seeds, have therefore a tremendous economic moat.  The defensive shareholder will benefit from this great edge over other stocks in the long term. In addition the agressive investor will take an advantage and gain substantial profits in the future. If we consider all the preceding arguments we mentioned in the other entries, we can foresee significant growth coming f...

Sixth Argument: Not Only Fruits, But also Brands On weekends I usually do my shopping at a local supermarket. I mostly buy dairy products, but also fresh food like fish, vegetables, potatoes and fruits. So I went to the vegetable section looking for my favourite fruit: kiwis. There are may different types: yellow, green, juicy, smooth and sweet. In Europe at least kiwis have become very popular. I guess because their vitamin C content is very high. So you have in a small piece of fruit a lot of important nutrients your body needs.  Last time when I was in the vegetable section I caught myself looking not just for kiwis but a particular type of kiwi known as "Sungold". This behaviour caught my attention because I was searching for a specific brand rather than a particular fruit. Nowadays apples, oranges and tomatoes can be identified by labels stuck on their surfaces. The fact that people can distinguish between kiwis through labels seemed new to me. I've never b...

 Fifth Argument: Consumption of Vegetable Protein in Developed Countries A growing interest and greater awareness for a healthier life, as well as a sedentary lifestyle and the defence of animal life, has led an increasingly large part of society to give up the consumption of meat without wanting to suffer from protein deficiencies and therefore to look for them in plant sources. Although the process of industrialisation of meat production has led to lower costs, this process has a number of health and environmental consequences that the middle class, given their purchasing power in developed societies, are unwilling to assume. In addition, the sedentary lifestyle of the majority of the middle class requires low cholesterol diets, reducing the consumption of animal protein and increasing instead the protein of vegetable origin. The most protein-rich legumes include soybeans, peanuts and peas. All of them have been long studied and improved by the seed companies. This type of...

Fourth Argument: Meat Consumption in Developing Countries   The daily consumption of meat in developed countries has always been associated in most cases with the middle and upper class, as its consumption was in comparison with other foods quite expensive. However, thanks to the current cattle farming in European countries and the United States, it is practically possible for all citizens to consume meat at least twice a week. In fact factory farming has allowed all classes of society to eat meat without taking into account the consequences for the environment and health. This pattern of behaviour associated until now with Western industrialized countries, has recently been extended to the Asian continent, especially China and South Korea. The economic growth but also the industrialization carried out in these countries, has led their citizens to assume another type of behaviour related to their eating habits. This change is due, as has happened in Europe and the United Sta...

Third Argument: High Population Growth Through the use of vaccines, access to water resources and food supply, apart from the demands for workforce in developing countries, the global population will grow to around 8.5 billion by 2030. That poses an important challenge for all nations but especially for those where the demand for resources like food and water will be increased considerably. Taking this forecast into account we could anticipate that the efforts made to save people through watering systems, crop and seed production could be destroyed if we don't keep working on them. Apart from that, countries like India, China and Bangladesh, which recently have seen a huge growth rate partly because the tech and textile industry moved there, have started to expand their own tech and textile business and also democratize some Western consumer habits until then reserved for a minority. This will lead to exceeding the resource thresholds foreseen for the next decade. As the ...

Second Argument: Patents On Seeds As Economic Moat Through genetic engineering it has been possible to develop plant varieties that did not previously exist. Genetically modifying a plant and thus transforming it into a single specimen grants patent rights. In general, any genetically modified organism is guaranteed intellectual property rights for a period of 20 years. The company therefore maintains a monopoly on the sale of seeds to farmers, who cannot reuse or share the seeds without the prior consent of the company from which the seeds were purchased. In this sense the company is shielded against competition and secures for a certain period of years the sale of a type of seed. But not only does the patent keep competition out of the game, but also the seeds of first-generation hybrids are the ones that offer the largest and best harvest. It has been seen how farmers who wanted to reuse the seeds did not get the desired results in the first generation. Becaus...