12min chapter

The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

CHAPTER

Navigating Deere's Financial Landscape: Challenges and Opportunities

This chapter explores the financial complexities of Deere, focusing on the challenges and benefits of valuing a cyclical business. It highlights the shift towards a subscription-based model and the need to reassess accounting norms in light of software investments and growth potential.

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