BrasilAgro Is Cheaper After Q1 2025, But Still Not An Opportunity

Group 1 - BrasilAgro (NYSE: LND) reported improved margins in core crops, particularly soybeans from inventory carry and sugarcane due to price improvements [1] - The company completed the sale of one of its assets, indicating strategic operational decisions [1] Group 2 - The focus of Quipus Capital is on long-only investments, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [1] - The approach emphasizes understanding the long-term earnings potential of companies and the competitive dynamics within their industries [1]