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He owns Visa and owned MA a long time ago. Both are great, but he prefers Visa. Visa trades slightly cheaper in terms of valuation, and is much larger than Mastercard (Visa is bigger than all competitors combined). MA is more internationally active. Visa has a higher percentage of debit cards, which grows faster than credit cards. Visa competes well in terms of growth rates with MA, yet trades at a lower multiple, so cheaper. He likes that the debit card business is growing faster than credit cards.
He owns Visa and owned MA a long time ago. Both are great, but he prefers Visa. Visa trades slightly cheaper in terms of valuation, and is much larger than Mastercard (Visa is bigger than all competitors combined). MA is more internationally active. Visa has a higher percentage of debit cards, which grows faster than credit cards. Visa competes well in terms of growth rates with MA, yet trades at a lower multiple, so cheaper. He likes that the debit card business is growing faster than credit cards.
Is the leader in streaming. But you have to be a little wary of film accounting--you put the cash out front, but accountants will amortize that cost over time. So, earnings don't really reflect the true cash impact on an expanding portfolio of new releases. For a long time, NFLX was challenged on a cost basis, nor producing free cash. This is past and are now producing free cash.
The threat could be that a competitor will eat their lunch in internet search, but on the positive side is that they could lose some share in search, but GOOG also has an AI presence and the search pie could get bigger. Also, YouTube is the largest streamer in the world with over 2 billion active monthly users, and Waymo which is promising.
A long-term turnaround story under a new CEO (three years ago). Same-store sales are rising rapidly with new menu options, and a digital marketing campaign. They own several restaurant brands including Chili's. Not cheap nor expensive, but trades at a market multiple at 19x PE.
(Analysts’ price target is $167.47)Is perfectly positioned for the tailwinds under the Trump presidency. After April's tariffs, corporate boards have been sitting and waiting, reluctant to do deals, but a strong capital market will eventually happen. Pays a good dividend and are very well-capitalized.
(Analysts’ price target is $596.61)See his other comments today. Is a juggernaut. Will benefit from higher inflation, because they are paid on transaction volumes, which have not declined. There's great growth in Europe, Latin America, Africa and Canada, though it's subdued in the U.S. P
(Analysts’ price target is $387.33)
Is the top cybersecurity stock. They just accredited to get more involved in US operations, a huge market. He has used this as a source of funds, like selling in May.