@Deep_Brief438 2 weeks ago
DE feels cyclical, but the story is bigger
DE feels cyclical, but the story is bigger
Deere is a cyclic name, but technology, automation, and precision agriculture are certainly changing this business. Cyclical short-term demand patterns, but long-term trends are quite solid. Interested in how others see these types of names, pure cyclicals, or long-term industrial compounders?
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