Bioceres Is Approaching Distressed Prices, But I Remain On The Sidelines

Group 1 - Bioceres Crop Solutions Corp. reported a 24% decline in revenues for Q2 2025, primarily due to weakness in its main market, Argentina [1] - While international sales showed improvement, they were insufficient to offset the losses from the domestic market [1] Group 2 - The company operates with a long-only investment strategy, focusing on operational aspects and long-term earnings potential rather than market-driven dynamics [1] - The analysis emphasizes a cautious approach, suggesting that only a small fraction of companies should be considered for buying at any given time [1]