It's virtually impossible to read an article on investing that doesn't mention inflation. Investors would do well to look for companies that will benefit from an inflationary environment, and one sector that should benefit is payment processing and credit card companies.
At the Sohn Investment Conference, Lauren Taylor Wolfe of the activist hedge fund Impactive Capital presented her thesis for Wex, a misunderstood company that provides information management and payment processing services to the commercial and government vehicle fleet industry.
- See our full coverage of the conference here.
Q1 2022 hedge fund letters, conferences and more
Details On Wex
The company offers services in three segments: Fleet, corporate payments and health. According...
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