Fortive Spin-off (Vontier) Notes

April 23, 2022 Update

Good Vontier Write-up

 – I like Vontier (VNT), a relatively recent spin-off. It has a good business and trades at a cheap valuation, but it’s hard for me to get excited about the name. Maybe it’s the lack of a catalyst.

October 2, 2020 Update 

  • Recent Barron’s article notes:
    • New Fortive will be focused on test and measurement equipment.
    • Vontier will be focused on fuel pumps, commercial vehicle tracking products,