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6min chapter
Adam Karr – Extreme Alignment at Orbis (EP.338)
Capital Allocators – Inside the Institutional Investment Industry
Fleetcor: Navigating Opportunities in a Changing Market
This chapter provides an in-depth analysis of Fleetcor, exploring its historical performance and potential undervaluation in the fuel payments sector. It emphasizes the alignment of leadership with shareholder interests and the strategic challenges the company faces as it transitions to meet the demands of the electric vehicle market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode