Visa is a classic example of a compounder stocks. 1) it generates consistent high cash return on capital employed. 2) There is still scope for future growth. 3) It is able to keep competition at bay. 4) It is reasonable priced at the moment. 5) It has manageable debt.
@MorrisBenton48
2 ай бұрын
Good summary of financial metrics. Visa has a forward PE of about 23 which seems more than a fair price for such an amazing business.
@Tendomcgoobin
10 ай бұрын
Your "insider ownership" metric is ridiculous. This is a half trillion dollar company; do you really expect management to have over 10 billion dollars of stock collectively? You need to adapt this metric for mega caps.
@dcharles1821
10 ай бұрын
Its your perception of the dollar value that is wrong, we are evolving in the era of more and more trillion dollar companies
@danskisbees7348
10 ай бұрын
Insider skin in the game does matter no matter the size of the corporation or the size of ownership. Steve Ballmer owns almost 5% of Microsoft, which is around $115 Billion. The Bald Investor is really good at producing these videos and I appreciate his metrics.
@adamboyd1409
10 ай бұрын
Really glad I came across your channel. Really informative. Would love you to cover PLTR and NIO
@BaldInvestor
10 ай бұрын
Thank you for the kind words and for the ideas. I will take a look at them.
@mididoddi
10 ай бұрын
Definitely a stable company and a slow but consistent growth.
@TJR82
10 ай бұрын
I wouldn't say slow 📈
@paragonknight3307
10 ай бұрын
16% CAGR aint slow
@adamisonyoutube
10 ай бұрын
I own Mastercard instead, more growth potential IMO
@BaldInvestor
10 ай бұрын
MasterCard analysis is coming very soon. 😊
@adamisonyoutube
10 ай бұрын
@@BaldInvestor great thank you!
@nonewworld
9 ай бұрын
Keep up the great work you do, it is very much appriciated. Would love to see one on McDonalds.
@BaldInvestor
9 ай бұрын
Great suggestion! Here is a link to an older video about it. kzitem.info/news/bejne/mJV_mnxtk4eknWU and a new one is coming in few weeks time.
@jiaweiwan-is3bb
8 ай бұрын
MCD is overvalued in my opinion. based on DCF caculation
@TJR82
10 ай бұрын
I'm long on Visa and will buy more if it ever dips. Why would it? Maybe if people start to pay with Bitcoin 🤔 Thoughts?
@k0stj861
4 ай бұрын
more likely visa will monetise crypto than bitcoin overthrowing visa
@koolklem7889
3 ай бұрын
BTC has a lot of perks but it can not by design sustain as many transactions as an operator like V or Mastercard. Some other blockchains could do it though.
@paragonknight3307
10 ай бұрын
Bought 100 shares at $230.00
@BaldInvestor
10 ай бұрын
Nice. Good luck 🤞
@animalspirit77
7 ай бұрын
Look into India's UPI and You wil realise why Visa's Days are numbered, not in a year but definitely in a decade.
@aliciasupergirl973
10 ай бұрын
Amazing video 💫
@BaldInvestor
10 ай бұрын
Thank you so much. 🙏
@travellerswill
8 ай бұрын
Both Visa and Mastercard can be easily disrupted by QR code payments like what you are seeing being used in Asia notably China and India. However, due to the power of banking and payments lobbyists in the US, this won't change for a very long time. So yes, Visa and MasterCard will continue to milk it for a long time to come. The ones at disadvantage are small businesses who lose a decent cut to these payments companies.
@DIYBill
8 ай бұрын
These all fail when you want to book or airlines or hotels. The amount of fraud in upi payment is crazy.
@henrik4438
10 ай бұрын
I missed at 230, which was my targeted entry point. It still is though. Will wait for the next pull back.
@365DaysWithChriss
5 ай бұрын
Love my Visa stocks there not going anywhere
@BaldInvestor
5 ай бұрын
It is a nice one 👍 Good luck and thanks for watching.
@Aria.Sterling
4 ай бұрын
30% margin of safety for company with the size, moat and margin like Visa, lmao
@milanmirkovic1390
10 ай бұрын
Can you make one on Target? Especially after the most recent earnings report.
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