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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (75163)	2/16/2024 7:59:37 AM
From: E_K_S	Respond to of 78740

Re: CNHI & AGCO VS DE using the Graham Number Valuation Model I was going through recent picks on the board running them through the GN valuation model. I do this from time to time to help me rank my new Buys and/or stock adds. I use earnings estimates for 2024 & 2025. GN Valuation produces a fair value price & Margin of safety % CNHI $14.00 - $14.30 w/ 13% margin of safety AGCO $132 - $135 w/ 22% margin of safety DE $220 w/ a -39% margin of safety ---------------------------------------------------- My takeaway is DE is overvalued w/ AGCO having the best margin of safety, The Graham Number is just another deep value metric which focuses on BV and earnings. There may/could be many other factors that value a company but for Graham, earnings do matter. Also I do not adjust BV for goodwill or intangible assets which may/could effect the GN value.

To: Spekulatius who wrote (75163)	2/20/2024 11:49:33 AM
From: E_K_S	Respond to of 78740

CNH Industrial backs AI firm Bem Agro to boost Ag Tech CNH Industrial (NYSE: NYSE: CNHI), a global leader in the capital goods sector, has announced a minority investment in Bem Agro, a Brazilian startup specializing in AI-driven agronomic mapping. This move aims to enhance CNH's agricultural technology offerings, making farming operations more efficient and sustainable. Bem Agro's technology processes aerial images from various sources, such as drones and satellites, to create detailed Agronomic Mapping Reports. These reports are crucial for farmers, providing insights that help optimize field operations, resource allocation, and yield increases. Additionally, they contribute to improved machine performance and cost reductions.