Deere & Co.
Thesis
Mark Cooper discusses his positive outlook on Deere & Co. due to its strong market position and potential for growth in agricultural technology.
Did it work?
inconclusive
confidence: low
The pitch is a general long thesis on Deere based on its market position and agricultural technology growth potential, but no price performance and no time elapsed are provided. Without either a measurable return or confirmation that the thesis's specific drivers (e.g., ag tech adoption, earnings growth) materialized, there is no basis to judge success or failure. The verdict remains open pending actual performance data.