The Rising Influence of Rising Affluence

[DewDiligence]

From the same WSJ article:

Monsanto's compelling macroeconomic story—a hungry world craving more protein will need to dramatically boost crop yields—is counterbalanced by these microeconomic risks.

I respectfully disagree with the WSJ author. The long-term bull case for MON is not compromised at all for buy-and-hold investors; if anything, the story is stronger than it has ever been, thanks to the landmark settlement with DuPont one year ago (#msg-86130866) and the rapid uptake of Intacta soybeans in Brazil.