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Re: mr_o post# 10646

Wednesday, 08/26/2015 3:36:24 PM

Wednesday, August 26, 2015 3:36:24 PM

Post# of 29427
Yes—I had soured on MON to some degree during its hostile pursuit of SYT. Now that the SYT deal has been killed, MON may make a series of small acquisitions in the ag-chemicals area, but MON is evidently not going to substantially dilute its focus on biotechnology or engage in a tax-inversion that would cause shareholders' unrealized gains to become taxable.

Despite its flaws, MON remains one of premiere plays on The Global Demographic Tailwind. I don't see how the increasing demand for food (and especially protein-based food) triggered by the world's growing population and growing affluence can be satisfied without biotech solutions.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
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