Visa Inc: Cross-Border Travel Recovery & Strategic Partnerships Leading The Way – Key Drivers
Visa had a successful Q1 2023, with significant domestic transaction volumes and continued improvement in cross-border travel which resulted in an...
Fiserv: Achieving Industry-Leading Returns Is Not As Hard As You Might Think
Fiserv's delivered a 30% return since October of last year, when I laid out my full investment thesis. Fiserv is laying the groundwork for long...
Visa: Don't Follow Narratives And Focus On What Matters In Upcoming Earnings
The risk of a recession is still casting a shadow over Visa, but implications from the inflationary environment should not be ignored.
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