MA Mastercard Incorporated Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
21:59
31 авг
31 авг
Mastercard can outperform top benchmark names
Mastercard is a top-five position in TGRT because the team has a differentiated thesis and believes it can outperform some of the Magnificent Seven and highly concentrated benchmark names.
Низ.
16:15
30 авг
30 авг
Payments duopoly with inflation-protected double-digit growth
Visa and Mastercard are an unregulated two-company payments oligopoly that collects a percentage of each card transaction, is protected against inflation, grows earnings 10-20% annually, has low debt and trades below or near historical valuation; the speaker's funds accumulated both in the low $300s.
Выс.
16:43
23 авг
23 авг
Legacy V/MA face tech disruption, no call
Visa/Mastercard are framed as legacy payment incumbents whose past long gains face technological disruption; no explicit buy or sell call on either.
Сред.
16:43
23 авг
23 авг
Cathie Wood argues Circle's 84% post-IPO gain exposes short-term market inefficiency.
Cathie Wood argues Circle's 84% post-IPO gain exposes short-term market inefficiency and positions CRCL as a disrupter to Visa and Mastercard, endorsing long-term upside.
Низ.
11:21
23 авг
23 авг
Visa Mastercard rails gain stablecoin settlement volume.
More than 100,000 merchants already accept stablecoin payments without knowing it because the transactions are settling through existing Visa and Mastercard rails in the traditional way. As merchants begin to demand faster stablecoin settlement, upgrading the existing payment networks should keep Visa and Mastercard at the center of the stablecoin adoption flywheel.
Сред.
21:29
22 авг
22 авг
Trump discloses over 1,000 trades in June totaling up to $263 million.
Trump discloses over 1,000 trades in June totaling up to $263 million, with recent purchases including Visa, Berkshire Hathaway, Mastercard, and Cintas.
21:26
22 авг
22 авг
President Trump's June financial disclosures reveal over 1,000 trades totaling up to $263.
President Trump's June financial disclosures reveal over 1,000 trades totaling up to $263 million, including purchases of Visa, Berkshire Hathaway, Mastercard, and Cintas, with the White House asserting no conflict of interest.
21:22
22 авг
22 авг
President Trump's June ethics filing discloses over 1,000 securities trades including purchases.
President Trump's June ethics filing discloses over 1,000 securities trades including purchases of Berkshire Hathaway, Visa, Mastercard, and Cintas, plus a large Vanguard ETF sale.
19:40
22 авг
22 авг
President Trump's June financial disclosure reveals over 1,000 securities trades.
President Trump's June financial disclosure reveals over 1,000 securities trades including significant purchases of Berkshire Hathaway, Visa, Mastercard, and Cintas.
12:45
19 авг
19 авг
Being part of the OpenUSD consortium, alongside MasterCard and Visa, supports the legitimacy and potential adoption of stablecoin infrastructure.
Выс.
12:12
19 авг
19 авг
Visa and Mastercard show similar growth numbers
Notes that Visa and Mastercard have similar growth numbers and neither is experiencing a significant drop-off.
Низ.
04:47
19 авг
19 авг
"13Fs show investors long V and MA"
"Observes Q2 13F filings show prominent investors Tepper, Druck, and Hohn are broadly long V and MA; no personal directional stance."
Сред.
13:52
18 авг
18 авг
Payment rails distribute AI inference.
Ejaaz argues AI plumbing will require payment rails to turn token spending into business intelligence. Visa and Mastercard are already integrated into companies' financial books and payment flows, potentially letting them distribute AI inference. He notes Stripe's acquisition of OpenRouter and frames this as an early, tinfoil-hat thesis but says the rails are positioned for it.
Низ.
10:49
18 авг
18 авг
The tweet only shares breadth charts for Mastercard without any directional commentary.
The tweet only shares breadth charts for Mastercard without any directional commentary or position disclosure.
Низ.
00:19
17 авг
17 авг
Author lists a basket of non-semiconductor portfolio names plus photonics in reply.
Author lists a basket of non-semiconductor portfolio names plus photonics in reply to a parent's interest, but gives no directional stance or position disclosure.
Низ.
11:27
15 авг
15 авг
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
Низ.
11:18
15 авг
15 авг
Mastercard ranked 15th in total investor buys but had significant dollar amounts. Large dollar purchases indicate high-conviction accumulation in a wide-moat payment network. MA is a durable long-term compounder highlighted as an outsized dollar buy. Interchange fee regulation and valuation compression risk.
Сред.
07:06
15 авг
15 авг
Mastercard card payments are being declined for Australian customers on Saturday afternoon due.
Mastercard card payments are being declined for Australian customers on Saturday afternoon due to a global issue, according to Commonwealth Bank of Australia.
07:05
15 авг
15 авг
Mastercard card payments are being declined for Australian customers on Saturday afternoon due.
Mastercard card payments are being declined for Australian customers on Saturday afternoon due to a global issue, according to Commonwealth Bank of Australia.
14:58
13 авг
13 авг
Bill Ackman's Pershing Square disclosed six new holdings including Netflix, Visa, Mastercard.
Bill Ackman's Pershing Square disclosed six new holdings including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global in a regulatory filing.
12:20
13 авг
13 авг
Bill Ackman revamps his portfolio by adding six new holdings including Netflix, Visa.
Bill Ackman revamps his portfolio by adding six new holdings including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global, expecting strong earnings growth to drive long-term value.
01:05
13 авг
13 авг
Ackman's Pershing Square opens new Mastercard long
Pershing Square initiates a new long position in Mastercard as part of its Q2 portfolio update, alongside Visa, suggesting a paired bet on global payments network duopoly.
Сред.
21:44
11 авг
11 авг
Visa and Mastercard look great again.
Visa and Mastercard are starting to look great again as investment opportunities, offering ways to diversify away from the crowd.
Низ.
12:00
06 авг
06 авг
Fiserv is making a deliberate $100M incremental technology investment in H2 2026, particularly in financial solutions, for infrastructure and cybersecurity. — This investment aims to improve platform stability and cybersecurity, potentially increasing Fiserv's competitiveness against larger payment networks and core providers.
Выс.
21:30
05 авг
05 авг
The Mastercard-FI channel is gaining significant traction, with 10 FIs closed and 100 active additional FIs in the pipeline, potentially unlocking a new scalable distribution channel for cross-border payments. — The successful ramp of this partnership could lead to substantial volume growth for Corpay and its partner Mastercard, further solidifying their position in the mid-market cross-border space.
Сред.
02:47
05 авг
05 авг
Exit Mastercard after 13% gain
Exit full Mastercard position after a 13%+ gain, locking in profits and freeing capital for other opportunities.
Сред.
00:38
05 авг
05 авг
MA position closed at 13% gain
Author confirms full exit of Mastercard position, taking 13%+ profit. Position is closed; no new directional view stated.
Сред.
23:34
03 авг
03 авг
Selling MA to lock in 13%+ gains
Selling MA to lock in a 13%+ gain from entry, exiting the long after the run-up.
Сред.
23:43
31 июл
31 июл
Add to Lilly and Mastercard as defensive barbell legs.
Add to Lilly and Mastercard as defensive barbell legs — high-quality compounders that provide portfolio resilience when AI/tech names sell off, reducing concentration risk without sacrificing growth.
Сред.
23:35
31 июл
31 июл
Buy Mastercard as a defensive barbell leg; author added to position for its resilience during.
Buy Mastercard as a defensive barbell leg; author added to position for its resilience during AI/tech selloffs, providing durable growth with lower correlation to semiconductor volatility.
Сред.
Об аналитическом покрытии MA
Buzzberg отслеживает MA (Mastercard Incorporated) в 52 источниках. Бычьих сигналов: 39, медвежьих: 0, от 82 аналитиков. Сентимент преимущественно бычий (27%). Всего отслеживаются 143 торговые идеи. За последние 7 дней: бычьих: 2. Последние спикеры: Jodi Love, Alejandro Estebaranz, Cathie Wood.