C.T. Fitzpatrick, Vulcan Value Partners
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.
Jeffrey Bronchick, Cove Street Capital
Jeffrey Bronchick, Ben Claremon, Eugene Robin and Dean Pagonis of Cove Street Capital explain why they operate at both ends of the business-quality spectrum, why they “team tackle” in conducting research, the detailed steps they take to avoid repeating mistakes, and why they see upside in Wesco Aircraft, E.W. Scripps, Sally Beauty, Millicom and ViaSat.
Following the widespread devastation of Hurricane Maria in its home market, what now?
If being in an index helps a stock, why not look for ideas in stocks that indexes don't favor?
A timely defense of a subject dear to value investors' hearts.
Airbus, Alphabet, CVS Health, E.W. Scripps, Jones Lang LaSalle, Millicom International Cellular, OFG Bancorp, Sally Beauty, ViaSat, Wesco Aircraft
Other Companies in this Issue:
Acushnet, Aetna, Akamai, Axalta, Boeing, Capital Senior Living, Conduent, Discovery Communications, Disney, Esterline, Fossil, General Electric, GP Strategies, Ibstock, Liberty Braves, Madison Square Garden, Moody's, National Oilwell Varco, OFG Bancorp, Zoetis