IT'S ALL ABOUT UNICORNS

Time As a Condition Sine Quanon In the wintertime I usually go for a walk in the forest. I like to see nature sleep. There are no cars, ads or neon signs, just the sound of the leaves and pebble gravel under my feet and the silent view of the oak trees. Walking along the hiking path I see hundreds of acorns lying half-covered by leaves on both sides of the trail. "This is unusual fot this time of the year," I thought. I picked one of them up from the ground and observed it carefully. At first glance I wasn't aware of it,  but it seemed to be germinating. As I was holding this seed in my hand I tried to imagine how one day it would become a giant oak tree like the others around me. "How long does it take for a oak tree to grow? Twenty, maybe thirty years?" I asked myself looking down at the acorn. The process of growing from seed to tree requires a very long time, in some cases an entire human lifespan. This growth seems invisible if you merely stand in fron...

Owning a Business According to Graham, Munger and Buffet we should own a company not a stock. Doing that changes our attitude to how we see a stock and most important: we shift from a short focused behaviour on stocks to a long term investing pattern. Outside the market buying a company will demand all your savings, take out a considerable loan and make a life-long effort to consolidate the business among other competitors. Imagine you want to buy a company which already has products, cash flow, workers and customers. The price you would pay for it, would be enormous. Therefore if you decide to acquire a company, it will be the most important decision in your life. And you wouldn't do it if you didn't believe in it. You couldn't reverse it easily unless you commit an economic and social suicide. When you start thinking like that, something changes in the way you look at the stock market. You wouldn't sell a company tomorrow if you bought it in real life. If you d...

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 ...