The Misfits: Cal-Maine Foods, Inc. (CALM)

A smorgasbord of thoughts on America's largest egg producer.

Stilleven met gevogelte (Still life with poultry), Willem van Aelst, 1658, oil on canvas (Rijksmuseum)

Editorial note: I confess my publishing schedule has been less frequent lately. Unsurprisingly, the slower cadence started right when school got out for the summer. It’s fair to say that I underestimated how much more chaotic the Mifit household would become when school got out for the summer. (I can see you parents nodding violently in agreement).

The editorial team (of one) will be taking some time off after this piece. We’ll see you all again on August 1st.

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Every time I profile a company here, I try to follow a single through-line or explore a larger topic that the company represents. For months, I have been trying to find a single through-line for Cal-Maine Foods (NASDAQ: CALM).

Here’s my dilemma. There are so many investing topics to explore with Cal-Maine that I can’t quite pin it down to just one.

So, rather than try to mix all of Cal-Maine’s ingredients into a single dish, we’re going to look at Cal-Maine tapas style.

(I promise. I won’t make any more hamfisted food puns).

Let’s dig in. (THIS DOESN’T COUNT AS A FOOD PUN!!!)

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