Contrarian Investor Media's avatar
$88.3m follower assets
What is going on with $V and how soon do you buy more of it?

(Full disclosure: am long Visa)
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Andy Buchanan's avatar
Their conservative guidance was concerning— reopening tailwinds should be a big lift, so it raises concerns whether there are other issues such as pricing and incentives.

Other interesting items: The growing number of fintech players that use Visa today could turn into competition tomorrow if other payment networks scale (crypto is years off, but still concerning).
Contrarian Investor Media's avatar
Just bought more at $210...
Contrarian Investor Media's avatar
Interesting indeed!
Contrarian Investor Media's avatar
Didn't age well...
Contrarian Investor Media's avatar
aged well so far

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