CNHI Iveco Spin-off Notes

July 15, 2022 Update

VIC: Iveco Write-up (Free Account Needed)

– Looks pretty attractive to me

March 4, 2022 Update

Good write up on why CNHI seems to be undervalued and could be an opportunity

  • CNHI is trading at an 11x P/E compared to Deere at 16x P/E