am i gbt underinvestment opportunities
The $6.3 Billion General Travel Bet Backers Don't Want You To See
The $6.3 billion purchase of Amex GBT hides a strategic play to modernize corporate travel management. The deal gives private backers a platform that can turn fragmented booking data into a high-margin intelligence engine. I unpack the hidden value and the playbook the investors are using. 2024 saw Amex