Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. The strategy reported solid ...
We initiated a position in American Vanguard, a manufacturer, developer, and marketer of crop and plant protection chemicals. We have bought and sold AVD at various points throughout the last decade, ...
American Vanguard has had to deal with weaker crop protection volumes and increased generic competition that have sapped profitability and hit the share price hard. AVD's restructuring efforts aim to ...