Long $CNH at $10
$12.5B market cap co that will earn $1.45 this year—so, 6.5x earnings on below mid-cycle figure, or a 14x PE discount to S&P (all-time extreme) for an underlevered, oligopoly-type business that ran a 30% ROE last year. No brainer.
Automatically collect high-quality investment opinions from across the web daily
Over 50+ high-quality investment ideas await you every day
Investment insights from 15+ platforms like Substack, Seeking Alpha, X/Twitter, with AI-powered summaries, categorized by industry. Register for free to access all features.