Corpay 3Q'25 Update, Portfolio Change

Many payments companies are going through bit of a rough patch in the latter half of this year. Unfortunately, Corpay hasn’t been an exception. Thankfully, they reported a pretty decent quarter. I will cover my highlights from the quarter as well as some risks I see behind the paywall.

In addition to “Daily Dose” (yes, DAILY) like this, MBI Deep Dives publishes one Deep Dive on a publicly listed company every month. You can find all the 64 Deep Dives here.