Jun. 08, 2025 5:10 AM ETCresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) StockCRESYEliana Scialabba214 Followers(15min)SummaryCresud combines farmland and urban assets: it produces grains, meat, and sugar across South America and controls IRSA, Argentina’s leading real estate developer.It trades at a steep discount to asset value, pays an attractive 8.2% dividend, and offers rare exposure to key sectors in Argentina and Brazil.Cresud generates little operating cash flow, has tight margins, and much of its profit comes from accounting revaluations rather than true business performance.Risks are real: weather, regulations, Argentine volatility, and weak operational efficiency. Best to hold for now and wait for clearer signs of recovery.Luis AlvarezInvestment ThesisCresud (NASDAQ:CRESY) is a different company. It produces grains, meat, and sugar on hundreds of thousands of hectares in South America, but it also owns the most important shopping malls and offices in Argentina, through IRSA (This article was written byEliana Scialabba214 FollowersI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles reflect personal opinions and do not constitute financial advice.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments