Originally Posted by
turnip
I bought more at 5.05 this week, Seeka is now 40% of my food theme, food is about 20% of my overall portfolio. I have diversified my horticultural holdings a bit though as I see risk being too concentrated in kiwifruit.
I like the straight-talking CEO, and it is good to see the company coping well with so many challenges and still making good progress on its growth plan. Likely more challenges ahead though.
I also like investing in companies whose products I buy myself, as a sort of practical hedge. Avocados are real cheap now, not good for growers, but I am eating more in a fortnight than I normally eat in a year. Mashed avocado, cider vinegar, salt, lots of black pepper, yum.