Visa (V)

[winston]

not vested

Visa faces Justice Department antitrust case on debit cards

Mastercard settled a separate enforcement action last year targeting its tokenisation technology practices brought by the US Federal Trade Commission, which also enforces antitrust laws.

Source: Bloomberg

https://www.businesstimes.com.sg/compan ... ebit-cards

[behappyalways]

Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit https://trib.al/DSYdQHr
https://x.com/nypost/status/1838665833981046882

[winston]

vested

Visa profit beats expectation on resilient consumer spending

Payments volume rose 8 per cent in the quarter on a constant US dollar basis, while cross-border volume excluding intra-Europe, a gauge of international travel demand, surged 13 per cent.

Forecasts full-year 2025 adjusted net revenue growth of high single digits to low double digits. That compares with Wall Street expectations of 10.8 per cent growth.

It expects adjusted profit per share growth to be at the high end of low double digits, compared with expectations of 11.7 per cent growth.

Visa’s net revenue jumped 12 per cent to US$9.6 billion in the quarter, beating expectations of US$9.5 billion.

Its fourth-quarter adjusted profit of US$2.71 per share topped expectations of US$2.58.

Source: Reuters

https://www.businesstimes.com.sg/compan ... r-spending

[behappyalways]

How $V makes money
https://x.com/Mayhem4Markets/status/1852403539840262266

[winston]

not vested

Visa reported a fiscal first-quarter profit that exceeded Wall Street estimates as the world’s biggest payments network posted double-digit increases in cross-border volumes and processed transactions.

Adjusted net income rose 11 per cent to US$5.46 billion, or US$2.75 a share. That beat the US$2.66 average estimate.

Net revenue for the quarter ended Dec 31 climbed 10 per cent to US$9.51 billion.

Cross-border volumes increased 16 per cent and processed transactions rose 11 per cent.

Source: Phillips

[behappyalways]

How $V and $MA make money
https://x.com/Mayhem4Markets/status/1891492782818160740

[winston]

not vested

Visa

One of the more logical reasons to own shares of Visa is because it’s able to take advantage of the nonlinearity of economic and investing cycles.

This is to say that, while economic downturns and stock market crashes are normal and inevitable, they’re both, historically, short-lived.

Since the end of World War II, the typical recession has resolved in about 10 months, whereas the average period of expansion has gone on for around five years.

A business like Visa that thrives on growth in consumer and enterprise spending is going to disproportionately benefit from these long-winded periods of expansion.

Visa’s spot atop the payment processing pedestal is also incredibly safe. In 2023, Visa accounted for $6.445 trillion in credit card network purchase volume in the U.S., according to eMarketer, which is far more than America’s other major payment facilitators on a combined basis.

Merchants seek out Visa for its leading payment network, which is what helps sustain its double-digit growth rate.

Don’t overlook its opportunity outside the U.S., either. Most rapidly growing emerging markets are still chronically underbanked, which provides Visa a sustained opportunity to organically or acquisitively enter these markets to offer its payment solutions.

Lastly, since Visa went public in March 2008, it’s experienced only one notable drawback beyond 30% from its all-time high.

With Visa’s stock retracing as much as 17.6% (on an intra-day basis) below its all-time closing high during this three-day crash in the Dow, it marks an opportune entry point for patient investors wanting to own the best-of-the-best in the payments space.

Source: Daily Trade Alert

https://dailytradealert.com/2025/04/11/ ... right-now/

[winston]

not vested

Visa’s fiscal second-quarter earnings beat analysts’ estimates as spending on its payment network remained resilient despite macroeconomic uncertainties.

Net income rose 6% to US$5.44 billion, while adjusted earnings per share totalled US$2.76, beating expectations of US$2.68 for the three months to March.

Payments volume came in at US$3.34 trillion, less than the expected US$3.42 trillion.

Source: Phillips

[behappyalways]

How $V and $MA make money
https://x.com/Mayhem4Markets/status/1930143453951721927

[winston]

not vested

Could Buying Visa Stock Today Set You Up for Life?

by Neil Patel

Key Points

Favorable tailwinds support Visa's durable double-digit growth, which is set to continue in the years ahead.

The company's massive ecosystem, consisting of cards and merchants, creates a powerful network effect.

Shares aren't trading at a bargain valuation, so investors must set realistic expectations.

There are 4.8 billion of its cards active across the world. And 150 million merchants worldwide accept these cards.

Source: The Motley Fool

https://finance.yahoo.com/news/could-bu ... 00676.html