Company Analysis - FMC Corporation (NYSE: FMC) experienced a recent sell-off due to fears surrounding Robert F Kennedy Jr's potential appointment as Health Secretary and his strong opposition to the use of oil seeds and pesticides [1] Industry Analysis - The commodities structural market can be better understood and dissected through data analytics, as demonstrated by the author's PhD dissertation from MIT [1] Investment Strategy - The author has a track record of compounding returns at over 20% by identifying deep value opportunities at cyclical troughs and/or with clear event-driven catalysts [1] - The author manages client money ranging from high net worth individuals to institutions as Chief Investment Officer of a registered investment advisory firm in MA [1]
FMC Corporation: Political Uncertainties Provide Attractive Point Of Entry