V Visa Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
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.
01:50
21 авг
21 авг
Author expresses bullish conviction on V with "let's go" in direct response to a parent post.
Author expresses bullish conviction on V with "let's go" in direct response to a parent post, indicating a forward-looking long view.
16:27
19 авг
19 авг
Buy KO and V on deeper pullbacks
Author suggests buying KO and V on deeper pullbacks, indicating it is not too late to add them to a portfolio.
Сред.
12:45
19 авг
19 авг
Involvement in the OpenUSD stablecoin project with Visa signals potential future integration of stablecoin payments within core banking systems.
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.
11:27
15 авг
15 авг
The author compiles a thread of user-recommended non-AI tickers as a research watchlist.
The author compiles a thread of user-recommended non-AI tickers as a research watchlist, explicitly noting he cannot guarantee they are all non-AI, so these are indexed as watch rather than trade ideas.
Низ.
05:03
15 авг
15 авг
Trimmed V 50%, locking 15%+ gains
Partial exit (50%) of Visa position after 15%+ gains; trimming to lock in profits and raise capital for new positions.
Сред.
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 Visa position
Pershing Square initiates a new long position in Visa as part of its Q2 portfolio update, reflecting high-conviction buying in a dominant payments network by a major institutional investor.
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.
16:37
10 авг
10 авг
Long Visa as breakout candidate
Author discloses an ongoing long position in Visa, held as a breakout candidate alongside BRK.B and KO in the portfolio.
Сред.
07:00
07 авг
07 авг
Visa will lead stablecoin settlement evolution.
Visa is an incredible business actively investing in stablecoin settlement and tokenized credentials. As the world moves toward on-chain settlement for payments, Visa's existing network and its push into stablecoin infrastructure position it to dominate the next era of payments, making it a very bullish long-term play.
Сред.
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.
Сред.
21:30
05 авг
05 авг
Management is pushing to migrate up to half of their cross-border wires from SWIFT to private blockchain rails like JPMorgan's by year-end, a major shift in payment infrastructure. — This demonstrates accelerating adoption of private blockchain rails for cross-border B2B payments, potentially reducing costs and risks for banks and fintechs and applying pressure on traditional correspondent banking networks (SWIFT).
Сред.
02:47
05 авг
05 авг
Trim BRK.B/V to lock in gains
Trim Berkshire Hathaway and Visa to lock in gains and raise capital for other opportunities ready to break out from lows.
Сред.
18:59
04 авг
04 авг
Visa wins from stablecoin card boom.
Visa's stablecoin card business is seeing triple-digit year-over-year growth, with stablecoin volumes hitting record $1.79 trillion in June. New stablecoin card programs launch almost weekly. Visa's global merchant acceptance network of 200 million provides unmatched distribution, making Visa a key beneficiary of stablecoin adoption.
Выс.
12:30
04 авг
04 авг
Management frames Visa's Pismo as non-overlapping, reducing competitive threat to FIS's core large-bank issuing business and potentially limiting Pismo's high-end expansion.
Выс.
17:10
03 авг
03 авг
Visa Inc. agrees to acquire BioCatch, an AI-based fraud detection firm.
Visa Inc. agrees to acquire BioCatch, an AI-based fraud detection firm, for $2.4 billion in cash.
14:43
03 авг
03 авг
Visa announces definitive agreement to acquire BioCatch for 2.4 billion dollars in cash.
Visa announces definitive agreement to acquire BioCatch for 2.4 billion dollars in cash to enhance its fraud intelligence and security solutions.
12:32
03 авг
03 авг
Visa announces agreement to acquire BioCatch for 2.4 billion dollars in cash according.
Visa announces agreement to acquire BioCatch for 2.4 billion dollars in cash according to the news wire report.
Об аналитическом покрытии V
Buzzberg отслеживает V (Visa Inc.) в 59 источниках. Бычьих сигналов: 50, медвежьих: 1, от 100 аналитиков. Сентимент преимущественно бычий (28%). Всего отслеживаются 173 торговые идеи. За последние 7 дней: бычьих: 1. Последние спикеры: Alejandro Estebaranz, Cathie Wood, Farooq Malik.