Cintas is mentioned in the context of investments related to the Scheffler family.
Source Post
Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09
The Acquirers PodcastMar 11, 2026
The founder of Atlantic discusses his investment strategy, focusing on concentrated positions in mid-sized public companies with a margin of safety. He avoids high-tech, biotech, and financial companies due to risks of obsolescence and lack of transparency, preferring businesses with potential for corporate action, activism, or takeovers.
Linked Mentions
Tickers discussed in this post
FLS is mentioned as part of a discussion on constructive activism and concentrated value.
AXTA is mentioned as part of a discussion on constructive activism and concentrated value.
KEX is a buy due to its well-managed business, share buybacks, and potential acquisition by Halliburton.
Linked Signals
Tracked calls opened from this post
KEX
buy opened Mar 11, 2026
+13.51%