Cummins: Great Company, Wrong Price (NYSE:CMI)

Cummins Inc. ( CMI ) is widely considered the "Gold Standard" of industrial power, and for good reason. However, the stock’s 47.2% YTD rally suggests the market is pricing in rapid growth, driven by the Data Center demand, while ignoring theI am a student of Economics, Finance, and Data Science at Imperial College London with the ambition of becoming a professional equity analyst. My approach is that of a contrarian value investor at heart, focusing on the "boring", "ugly", complex, or overlooked corners of ...