Pope Resources Offers Cheap Inflation Protection: POPE
alluvial.substack.com
Something I've been trying to do for Alluvial's "Global Quality and Income" strategy is to build in a little additional inflation protection. Equities offer a decent inflation hedge in and of themselves, but I believe certain industries offer especially good protection, typically industries that own hard assets. One specific industry with attractive inflation hedging qualities is timber. In the course of seeking out a suitable investment candidate, I've come across what I believe to be an extremely well-managed but over-looked timber company:
Pope Resources Offers Cheap Inflation Protection: POPE
Pope Resources Offers Cheap Inflation…
Pope Resources Offers Cheap Inflation Protection: POPE
Something I've been trying to do for Alluvial's "Global Quality and Income" strategy is to build in a little additional inflation protection. Equities offer a decent inflation hedge in and of themselves, but I believe certain industries offer especially good protection, typically industries that own hard assets. One specific industry with attractive inflation hedging qualities is timber. In the course of seeking out a suitable investment candidate, I've come across what I believe to be an extremely well-managed but over-looked timber company: