Mining MVPs

01/31/2018

Vulcan Value Partners’ C.T. Fitzpatrick describes the characteristics of his “MVP List” of target companies, why in rare instances those companies go on sale, why he’s recently moved on from some long-held media winners, the key lessons drawn from a big mistake, and why he sees mispriced value in CVS Health, Airbus, Alphabet and Jones Lang LaSalle.


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