We're posting up notes from the 2013 Value Investing Congress in New York. Next up is John Mirshekari of Fidelity Investments. His presentation was entitled "Inflections in Incentives" and he also pitched Aecom (ACM) and URS (URS).
John Mirshekari's Value Investing Congress Presentation
Be sure to check out the other presentations from the New York VIC here.