Monday Jul 10, 2023

27. Breaking down silos

Analyzing the performance of publicly traded companies provides unique insight into what’s happening in the global market and a view into what could be ahead for both public and private companies. That’s certainly true in agbioscience with public companies including John Deere, Case, Corteva, Elanco and many more reporting quarterly results. Joining us today is an expert in analyzing public company performance. Kristen Owen is Executive Director, Equity Research at Oppenheimer - a full-service brokerage and investment bank. 

Kristen gets into what an equity researcher does, her focus on agbioscience (hint: it’s expansive) and big trends that are emerging in our current economic cycle. She also talks about allocating capital where it can make a difference, informing investment decisions and the application of technologies in other spaces to drive agbioscience innovation forward. In a time where inflation is high, supply chains are flimsy and challenges loom, agbioscience is finding the opportunity for new technologies and innovation in the space.  

How does Kristen see this cycle of innovation driving forward? Kristen sees opportunity for mature technologies, finding scale and moving from single-opportunity innovation to being multi-faceted solutions. She also talks plant science, sustainability and continuing to do more with less.  Lastly, she talks about other industries shaping the future of agbioscience and vice versa, acquistions and what’s ahead for our industry. 

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