Stock price when the opinion was issued
Got crushed this year because its Clover division delivered growth, but not enough to satisfy the market. That sometimes happens when a stock gets a bit ahead of itself. Very good moat. Cheap at less than 12x next year's earnings. Aggressive stock buybacks. Inflation is sticky, which is great for a payment processor because they take a percentage of the purchase value. No dividend.
(Analysts’ price target is $185.52)
Is buying more. She bought this 12 years ago. Trimmed it last February at $230 when it was priced for perfection. It reported today and is down 16%, but is trading at a lower 12x PE. They reduced sales guidance to 10% but from 10-12% and affirmed earnings guidance at 15-17%. All their businesses have huge growth, and a 7% free cash flow yield overall. They delivered double-digit earnings growth for 40 straight years. A permanent compounder.