Yellow Goods

Deere & Co: Tractors-as-a-Service

2023-09-06T22:13:26+02:00

Deere & Co is like the Apple of tractors, with technologically advanced products and a recognition of the value of building an as-a-service business with recurring income. Historical financial performance is strong to say the least, with this industrial stalwart making a strong case as a buy-and-forget stock. But what does the near-term view suggest?

Deere & Co: Tractors-as-a-Service2023-09-06T22:13:26+02:00

Caterpillar: Playing the Cycles

2022-09-07T23:40:59+02:00

Use the podcast player below to listen to our discussion on Caterpillar and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 8 September 2022) When it comes to iconic brands in the real economy, Caterpillar is right up there. You’ll even find it at your local toy store, getting kids excited with all kinds of yellow machinery. There’s more to the business than just diggers and trucks, as Caterpillar even plays in the marine industry. With a core business focusing on mining, energy and infrastructure, Caterpillar is exposed to the nuts and bolts of the economy. This [...]

Caterpillar: Playing the Cycles2022-09-07T23:40:59+02:00
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