Seeking Alphaยท2025-08-21 17:35Group 1 - The article highlights the author's focus on agriculture machinery manufacturers, specifically Deere, CNH Industrial, and AGCO Corporation, indicating a bullish outlook on these companies [1] - The author emphasizes the importance of sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, as a more reliable driver of returns than valuation alone [1] - The author manages a portfolio publicly on eToro, where they are recognized as a Popular Investor, allowing others to follow their real-time investment decisions [1] Group 2 - The author's interdisciplinary background in Economics, Classical Philology, Philosophy, and Theology enhances their quantitative analysis and market narrative interpretation [1] - The motivation behind the author's investment strategy is to ensure financial freedom for their family, aiming for a balance between work and personal fulfillment [1]