Letters by company

Corpay, INC.

1 letter discussing CPAY. Everything written about it on this site is on its ticker page.

Vltava Fund A Postcard from Latin America Vltava Fund argues that Latin America’s resource wealth has repeatedly been undermined by weak institutions, currency instability and state intervention, while reformist shifts could eventually broaden the opportunity set. The portfolio added Corpay, citing its recurring corporate-payment revenues, high switching costs, cross-border payments growth and disciplined acquisition record. 4/2025 CPAY $26B