JBS N.V. (JBS) in our theses

JBS N.V. appears in one of our theses. Below is why it entered the basket and how it has done since publication.

Theses holding it

Average return

-7.1%

since publication

Last price

13.03 USD

September 7, 2026

Live August 1, 2026 · supply and demand · edge 65

America Is Running Short of Cattle: The Smallest Herd Since 1951 Is Tilting Global Beef Trade Toward the South

The US cattle deficit is locked in for years by the biology of the herd cycle, and record imports are shifting margin to beef exporters in Brazil and Australia.

Why this company made the basket is part of Pro. The opening of the argument is open on the thesis page.

JBS since this thesis was published: -7.1% · whole basket -0.2%

Where these numbers come from

The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.

This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.

See all of our theses

Each with a publication date, a causal map and a score assigned before the market ruled.

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