Group 1 - Deere & Company is one of the largest producers of specialized agricultural machinery globally, operating in four main business lines: agricultural machinery production, small agriculture and turf, construction, and financial services [1] - The company has a significant global presence, indicating its extensive market reach and operational capabilities [1] Group 2 - The focus on value companies linked to commodity production highlights a strategy aimed at identifying firms with sustained free cash flows, low leverage, and potential for recovery during distress [1] - There is an emphasis on analyzing companies in less mainstream sectors such as oil & gas, metals, and mining, particularly in emerging markets, which may present attractive investment opportunities [1] - The preference for companies with a strong pro-shareholder attitude, including consistent buyback programs and dividend distributions, reflects a commitment to shareholder value [1]