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A comment on One-quarter of the world’s pigs died in a year due to swine fever in China. Parent comment

Re:One-quarter of the world’s pigs died in a year due to swi... by xwowsersx on Thursday January 02, 2020 @04:46PM (#21940239)
Interesting thesis! We looked at the name, but never had that thesis. Maybe same could be said for CVGW (the avocado guys)?
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Re:One-quarter of the world’s pigs died in a year due to swi... by ww520 on Thursday January 02, 2020 @07:42PM (#21941728)
When you look at the components of a fast food burger meal, you got: burger, bun, drink, and fries. Meat and drink stocks have been well analyzed and well brought. Bun has high substitutability and too diverse sourcing. That leaves fries. There're just a few players supplying the potato products. LW is the biggest one.

Not sure about CVGW. Might be too small a market.

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