SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (58958)1/23/2017 2:15:30 PM
From: Graham Osborn  Read Replies (1) of 78750
 
I just wrote a long post on inflation I managed to delete. Basically, a good measure of inflation needs a market with a fixed supply and fixed demand. No such market exists of course, farmland has a remarkably fixed supply and demand that varies quite slowly domestically, making it a far better choice than food prices.

Your morningstar link didn't work for me. The discount is unquestioned. Their book value has been steadily increasing for at least 5 years, so it might be a bit weak on the second requirement. Please explain. I always welcome an opportunity to be proven wrong as it saves me money in the long run.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext