Q1 2023 hedge fund letters, conferences and more
This video on Visa vs. Mastercard is the second part of our continuing series on transaction and payment processing services companies, and as I pointed out in the previous video most of the companies in this industry have seen their prices drop precipitously over the last couple years or so. We talked about companies like Global Payments and Fidelity National Information Services – here is the link.
Today we’re going to look at two stocks – Visa vs. Mastercard – that seem to be oblivious to that and frankly they’re two of better performing companies from a standpoint of operating results but also from the standpoint of price as pointed out in the original video.
FAST Graphs Analyze Out Loud Video on Mastercard (MA) and Visa (V)
Article by FastGraphs.
