Calls
6
#868
Alpha Score 33.6
Joel Salatin
Co-owner, Polyface Farms
Win Rate
66.7%
return
+0.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 04
$257.02
+0.5%
Door-to-door logistics through Amazon Prime, UPS and FedEx plus software-driven electronic aggregation is becoming cheap enough to bypass supermarkets and ship farm products directly to urban centers, while urban bricks-and-mortar retail costs have escalated, so direct logistics is taking share from supermarkets.
Hyperscalers
Short
Sep 04
$20.08
+0.2%
US corn and soybean production is far beyond food needs; half of soybeans are exported, half of corn goes to ethanol, and China is targeting agricultural self-sufficiency by 2030, so these markets are vulnerable and subsidies are merely delaying a collapse.
Commodities
Long
Sep 04
$321.63
+0.0%
Door-to-door logistics through Amazon Prime, UPS and FedEx plus software-driven electronic aggregation is becoming cheap enough to bypass supermarkets and ship farm products directly to urban centers, while urban bricks-and-mortar retail costs have escalated, so direct logistics is taking share from supermarkets.
Freight & Logistics
Long
Sep 04
$60.42
-0.1%
US cattle herd is at a 75-year low after drought, liquidation, aging ranchers and low profitability; rebuilding is a four-year biological cycle, while protein demand from paleo/keto/carnivore trends remains strong, so beef prices should stay under upward pressure.
Commodities
Short
Sep 04
$27.64
+0.1%
US corn and soybean production is far beyond food needs; half of soybeans are exported, half of corn goes to ethanol, and China is targeting agricultural self-sufficiency by 2030, so these markets are vulnerable and subsidies are merely delaying a collapse.
Commodities
Long
Sep 04
$102.69
-0.4%
Door-to-door logistics through Amazon Prime, UPS and FedEx plus software-driven electronic aggregation is becoming cheap enough to bypass supermarkets and ship farm products directly to urban centers, while urban bricks-and-mortar retail costs have escalated, so direct logistics is taking share from supermarkets.
Freight & Logistics
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Joel Salatin has 6 trade ideas tracked on Buzzberg across 6 tickers since September 2026. Ranked #868 on the Buzzberg Alpha leaderboard. Most covered: AMZN, UPS, FDX.
