Major Beef Industry M&A. Brazil's Beef Industry & The Marfrig-Minerva Transaction.

LATAM Stocks Podcast

In this episode I speak with Gabriel Boente and Luis Gustavo P. Santos. They both work on the equity derivatives team at Options & Co, a Brazilian options investment advisory firm.
We do a deep dive into Brazil's beef industry, discussing the recently approved transaction between Marfrig and Minerva. This transaction was valued at around $1.5 billion USD, making it one of the largest transactions in the history of Brazil's beef industry.
We talk about Brazil's beef industry in general, including market position and competitive advantages. Then we get into Marfrig & Minerva specifically, discussing, the recent asset sale, reasons for the transaction, and potential investment opportunities created by this transaction.
This conversation is full of useful information for investors. Gabriel and Luis provide great insight into Brazil's beef industry and both companies!
If you want to connect with Gabriel and Luis and follow their work, you can find their social media pages here:
Gabriel
LinkedIn: https://www.linkedin.com/in/gabriel-boente/
X: https://x.com/gabeboente
Luis
LinkedIn: https://www.linkedin.com/in/luis-gustavo-p-santos-caia/
Options & Co.: https://optionsresearch.com.br/
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