Topic

FLT

A collection of 2 issues

Alphabet 2Q'25, Corpay M&A, Portfolio Changes

Alphabet had another fantastic quarter. Admittedly, I am a bit surprised that the stock didn’t react even more positively.

FleetCor: Far from Fleeting

Disclosure: I own shares of FleetCor Technologies Visa and Mastercard built arguably two of the most impenetrable payment businesses in the world. Both of them run on an open loop payment system connecting the issuing banks, payment processors, card network etc.