Hey guys, I made an error in this video and I corrected the error here, 😬 kzbin.info/www/bejne/d2mTh5WMqs2Spas
@djaeger-k5m6 ай бұрын
can you please do one on Deere Jimmy?
@aritraray30686 ай бұрын
Great video. A similar analysis on Deere would be good too.
@davidcherve6 ай бұрын
This please
@sheanathan35666 ай бұрын
Nice sleuthing Appreciate the analysis
@KanSun7876 ай бұрын
That transaction has to eliminate between subsidiary and consolidated entity, receivables can't become cash flow between intercos.
@LearntoInvest6 ай бұрын
Excellent point, I should have showed the chart I had on eliminations. Although my fear that CAT financial becomes too big at some point and would introduce a whole new type of risk to Caterpillar as a whole is my bigger concern. I should have done a better job of explaining my worries with CAT financial as it relates to my broader analysis.
@cscarothers16 ай бұрын
would it be best to introduce a valuation price at the time of a recession as a floor
@kkarjunthedon6 ай бұрын
Great insights Jimmy! Love the way you analyse companies. Can you do an in depth analysis on Toyota Motors Company as the hybrids are in demand now
@theditto696 ай бұрын
Where did you get that fancy hard hat?
@Tristen5016 ай бұрын
Love these deep dives!
@Danherm106 ай бұрын
Thanks for the analysis! Can you please do a review of Adobe?
@evanmurphy78246 ай бұрын
Just bought into cat, I wish I saw this video before but I still love the company and I am okay with paying a premium compared to your estimated price. This company builds America piece by piece and I'm all for it
@Gulirano19956 ай бұрын
Enthusiastic pumpkin 67
@MishalMaganlal6 ай бұрын
Amazing analysis and explanations .. I love how you structure your videos.. watching and investing from India