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Added to YB: 2026-01-07

Pitch date: 2026-01-01

BWEL [bullish]

JG Boswell Company

+1.74%

current return

Author Info

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Company Info

JG Boswell Company produces, processes, and markets pima cotton. It is also involved in processing tomatoes for paste and seed crops, as well as livestock operations in Central California.

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My top ideas for 2026 - JG Boswell Company (LOW RISK / HIGH REWARD)

BWEL: Deep value agribusiness at $459/share trading ~$3k/acre vs $15k FMV. Generated ~$40M adj EBITDA despite poor tomato/cotton year. Rare for both core crops bad simultaneously, expect recovery. Maturing pistachio crop adds material cash flow next 10yr. Significant upside room.

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