Q: Hi 5i,
I've done a bit of desktop work on CMI, but wanted to get your views. I know you've commented on it in the past, so my ask is more around i) what do you think of valuations today ii) the sector in which they operate in iii) management.
Have you ever met management. Are you familar with any of the board members and their affiliations with other companies (good or bad?)
I've done a bit of desktop work on CMI, but wanted to get your views. I know you've commented on it in the past, so my ask is more around i) what do you think of valuations today ii) the sector in which they operate in iii) management.
Have you ever met management. Are you familar with any of the board members and their affiliations with other companies (good or bad?)