Fiserv: Achieving Industry-Leading Returns Is Not As Hard As You Might Think
Fiserv's delivered a 30% return since October of last year, when I laid out my full investment thesis. Fiserv is laying the groundwork for long...
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Visa: Looking For Quality As Recession Looms On The Horizon
The company's share price appears fairly valued both relative to peers and to its historical business fundamentals, according to the company's...
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Mastercard: Turning Cautiously Positive On The Business As Recession Looms Ahead
As M&A activity has cooled down, some risks for shareholders have been reduced and management has prioritized higher returns to shareholders.
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Airtel Africa Is The Solution For Investors Worried About Visa And Mastercard Valuations
Visa and Mastercard, undoubtedly both great companies but are they good investments right now? I analyse both Visa and Mastercard in detail.
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