Capital Allocators – Inside the Institutional Investment Industry cover image

Adam Karr – Extreme Alignment at Orbis (EP.338)

Capital Allocators – Inside the Institutional Investment Industry

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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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