George Soros Potash and Monsanto
The Soros Fund Management hedge fund made a number of interesting moves according to its most recent filing, among those are the elimination of Potash (NYSE:POT) from the portfolio altogether, while adding Monsanta (NYSE:MON) in a major way.
That's interesting in that Monsanto has been struggling in a number of its products which haven't been adapted as readily as they would have liked, and depending on the reason why, could be a potential long-term drag on the company.
Potash is of course pretty straight forward, and I would think over the long term should be highly successful.
Either way, this is what Soros did with this couple of companies in the agricultural sector. Maybe he knows or sees something short term we don't know about.
George Soros Potash and Monsanto
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