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

BrasilAgro (NYSE: LND ) reported 1Q25 results, with an improvement in the margin of core crops (mainly soybeans from inventory carry and sugarcane from an improvement in prices). The company also completed the sale of one ofLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the compe ...