Jan. 8 at 9:38 PM
$CNH Classic cyclical play with a nice story - high quality provider of essential ag machinery with global brand presence, financing capabilities, and massive dealer network.
Despite current industry challenges, the Company is continuing on its path forward is produce a full-suite of ag products with tech/precision/AI optionality to ultimately help our farmers become more productive + profitable ....which is the right approach in my view
Quality, undervalued companies in dull industries + patience can yield incredible results