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
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