BG · BUNGE GLOBAL SA

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Bunge Global SA operates as an agribusiness and food company worldwide. It operates through four segments: Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling. The Soybean Processing and Refining segment is involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of soybeans and soybean related products, as well as biodiesel and fertilizer production and distribution for the food, animal feed and biofuel industries.

Close · 3M

-16.05%

Held by 1 AI ETF

AIVI0.219%

as of Oct 23

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals2

Win rate0% (0/2)

Avg buy return-3.83%

AIVInow 0.219% of fund4 signals

AIVI · Weight decrease · 2d

weight 0.235% → 0.226% (-0.009 pp)·stock down 11.1% in the 30 days before

Oct 20·entry $103.00·now $103.22

+0.21%

since Oct 20

AIVI · Weight decrease · 2d

weight 0.249% → 0.237% (-0.012 pp)·stock down 7.4% in the 30 days before

Oct 9·entry $102.73·now $103.22

+0.48%

since Oct 9

AIVI · Weight increase · 2d

weight 0 → 0.249% (new)·stock up 2.3% in the 30 days before

Oct 6·entry $107.33·now $103.22Fresh

-3.83%

since Oct 6

AIVI · New entry · 1d

weight 0 → 0.247% (new)·stock up 0.6% in the 30 days before

Oct 5·entry $107.32·now $103.22Fresh

-3.82%

since Oct 5

PQUSno longer held1 signal

PQUS · Exit · 1d

weight 0.030% → 0 (exited)·stock down 0.7% in the 30 days before

Jun 4·entry $129.42·now $103.22

-20.24%

since Jun 4

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Too hard to callas of Oct 11

AIVI opened a position on 2026-10-05, added the next day, then trimmed slightly on 2026-10-09, leaving a small 0.24% weight, while QRFT holds an even smaller 0.05%. A Buffett-style read declines to score the company at all, so the AI entry does not line up with the framework, although the small, lightly adjusted sizing suggests low conviction rather than a strong bet.

Circle of CompetenceBunge is a grain and oilseed processor whose earnings swing with crop cycles, spot crush margins, freight, biofuel policy and trade politics, so ten-year cash flows cannot be projected with confidence.
Economic Moat
Management
Financial Health
Margin of Safety

Bunge is a large, essential agricultural middleman, but its earnings depend on commodity spreads, weather and policy rather than stable unit economics, so it falls outside the circle of competence. The reported figures (ROE of 6.33%, 80.53% revenue growth, EV/EBITDA of 17.14) do not change that, since revenue growth in a commodity processor mostly reflects prices and volumes, not durable earning power. Stages 2 through 5 are left unscored.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.