Cummins is a powerhouse of American manufacturing. They produce engines and power systems for a variety of industries including transportation, construction, and more. As the world moves towards more advanced technologies, Cummins is well-positioned to capitalize on this growth. In this video, I take a look at Cummins' stock and offer some investing strategies for those looking to get in on this company's potential growth.




Episode Outline


(00:00) Introduction


(02:02) Cummins' Moat and how does it translate into a return on capital?


(04:47) Does the company have enough cash to maintain its business?


(07:59) EBITDA


(12:07) Return on Equity


(14:39) Valuation


(22:35) Margin of Safety


(24:34) Conclusion




Value Investor Chatter


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