The Intrinsic Value Podcast - The Investor’s Podcast Network TIVP004: John Deere (DE): Sowing the Seeds of Growth w/ Shawn O’Malley
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Jan 26, 2025 Explore the fascinating evolution of John Deere from a classic tractor maker to a tech innovator with autonomous machinery. Discover the deep loyalty farmers have for the brand and how digital advancements are optimizing agriculture. Learn about Deere's strategic shifts toward subscription models and the cyclical nature of their business. Dive into their financial landscape, including valuation, debt management, and the integration of cutting-edge technologies transforming farming practices.
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More Than Tractors
- John Deere's equipment is so advanced, it's like a tech company.
- Its business model and history are fascinating, especially its long-term focus.
Long-Term Leadership
- John Deere has a remarkable history of stability with only ten CEOs in 186 years.
- This long-term leadership has shaped its enduring culture and success.
Tech and Controversy
- Deere's tech advancements, like self-driving tractors, are impressive.
- However, the 'right to repair' debate highlights the complexities of their tech ecosystem.