Cummins: Tariff Turbulence Creates A Buying Opportunity (Rating Upgrade)

Core Viewpoint - Cummins Inc (NYSE: CMI) is considered one of the most underappreciated compounders in the market, demonstrating resilience and steady business performance [1]. Group 1 - The company was first recommended as a 'buy' in September of the previous year, highlighting its potential for long-term capital compounding [1]. - The investment philosophy emphasizes acquiring high-quality stocks and businesses that are managed by disciplined capital allocators and generate exceptional returns on capital [1].