Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks

00:00 Intro

00:12 Summary

3:00 Investing in timber: oligopoly controls the market

4:58 There is also geographical concentration…

6:43 Final remarks

11:45 Action points

Summary

• Portugal is a huge Eucalyptus Globulus producer;
• Portuguese timber investors depend on Navigator and Altri;
• Pulp makers have other dependencies, like BHKP prices and China.

Action points

• Do the companies I own depend on a few customers?
• Do the commodities I own really protect me against inflation?
• Am I blindly expecting land to protect me against inflation? If so, will it really?

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