Visa Earnings: Business Momentum Is Likely To Be Sustained, But Clouds Are Gathering
Visa continues to deliver as the company fully capitalizes on recent macroeconomic and industry-wide tailwinds. The expectations for the upcoming...
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Block: When A Flat Share Price Is A Cause Of Concern
The highly supportive outside environment was not able to propel the share price anywhere near its previous highs. When adjusting for risks, Block...
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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...
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Visa: Looking For Quality As Recession Looms On The Horizon
The company's share price appears fairly valued both relative to peers and to its historical business fundamentals, according to the company's...
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Mastercard: Turning Cautiously Positive On The Business As Recession Looms Ahead
As M&A activity has cooled down, some risks for shareholders have been reduced and management has prioritized higher returns to shareholders.
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