Bioceres Is Getting Cheaper, Not Yet An Opportunity But More Interesting

Group 1 - Bioceres (NASDAQ: BIOX) reported challenging topline and earnings results for 1Q25 due to a slow start to the Argentinian campaign, which may improve in Q2 [1] - The crop nutrition segment, particularly beaded fertilizers, was negatively impacted, along with crop protection and seeds also showing negative topline results [1] Group 2 - The investment approach focuses on operational aspects and long-term earnings power rather than market-driven dynamics [1] - The strategy emphasizes holding companies regardless of future price movements, with most calls being holds and only a small fraction being buys [1]