Coffee Crisis: Brewing Trouble
by Dheeraj Mahtani — 4 min read

Coffee Crisis: Brewing Trouble

Coffee, that ubiquitous morning companion for billions around the world, is experiencing a perfect storm of supply constraints and demand shifts. Here's how I am playing it.

Harvesting Alpha in a Changing Climate

Harvesting Alpha in a Changing Climate

Dheeraj Mahtani — 6 min read

The last century of food production has taken place in a period of relative climate stability, but that era appears to be ending. For investors willing to dive into the details of how crops respond to changing weather conditions, there is real alpha to be harvested.

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