Smithfield: A Leader In Packaged Pork Products At A Deep Value Price

Industry Overview - Pork is the most consumed meat globally, accounting for 36% of total meat consumption [1] - It is a dietary staple in regions such as China, Europe, and the US, with potential for increased market share in diets [1] Investment Focus - The company has been operating a small investing partnership since 2023, emphasizing value investing strategies [1] - The focus is on undercovered companies, contrarian bets, and special situations [1]