Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 11/4/25
13 snips
Nov 5, 2025 Eric Ansody, Chairman, President, and CEO of AGCO, sheds light on modern agricultural strategies. He dives into the implications of China's soybean buying on farmer demand. Ansody emphasizes the surge in precision agriculture and how Agco leverages technology to drive innovation and efficiency. The conversation also highlights labor shortages in farming and the benefits of autonomous solutions. Tune in to learn how Agco is reshaping the future of farming!
AI Snips
Chapters
Books
Transcript
Episode notes
Three Separate Markets Explain Divergent Performance
- Jim Cramer divides the market into three distinct cohorts: high-growth tech/data-center, the regular economy, and speculative stocks.
- This framework explains why some stocks can be expensive yet justified while others implode with little warning.
Palantir's Rare Growth‑And‑Margin Combination
- Palantir combined extraordinary revenue growth with huge margins, exceeding the Rule of 40 by far.
- Valuing those results remains hard because the stock traded at extreme multiples versus its revenue scale.
Stagger P&G Buys By Yield Levels
- Wait to scale into Procter & Gamble at higher yields and stagger purchases across yield thresholds.
- Start small at 2.87% yield and add more shares as the yield reaches 3%, 3.25%, 3.5% and higher.
