African Swine Fever and the Protein Industry: What You Need to Know
African Swine Fever, a deadly disease that impacts pigs, is running rampant in the largest pork-producing region in the world, China. Douglas Gimple sits down with Micah Martin to discuss how the disease has spread over the last year, who we view as industry winners and losers, and why we believe overall food costs are likely to rise due to pork shortages.
The views expressed are those of Diamond Hill as of September 2019 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.
As of August 31, 2019, Diamond Hill owned Cal-Maine Foods, Inc. (equity) and Seaboard Corp (equity). As of June 30, 2019, Diamond Hill owned Pilgrim's Pride Corp. (debt).