1 deck published between 2026-03-25 and 2026-03-25 — 74 pages, 74 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Bunge is a levered agribusiness roll-up masking a failing Viterra deal with opaque accounting; strip out the hand-waving and the stock is worth $24-$55, 55-80% below $124.