Block: When A Flat Share Price Is A Cause Of Concern
The highly supportive outside environment was not able to propel the share price anywhere near its previous highs. When adjusting for risks, Block...
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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: Don't Follow Narratives And Focus On What Matters In Upcoming Earnings
The risk of a recession is still casting a shadow over Visa, but implications from the inflationary environment should not be ignored.
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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...
411 Views
Model Portfolio For Any Economic Cycle
Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point
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