Posts on MA

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MA

+31 pts



$MA Just Keep Flying

By mooreideas on July 29, 2022, 10:47 a.m.
Tagged topics: earnings results

Views: 4, Votes: 1, Responses: 0, Attachments: 1
MA

+32 pts



$MA Strong 2Q Highlighted by XB Travel and No Macro Slowdown Yet; Reiterate Outperform

By rIsILAwr on July 28, 2022, 5:48 p.m.
Tagged topics: earnings results

Views: 5, Votes: 3, Responses: 0, Attachments: 2
MA

+32 pts



$MA - Reads From Visa & Sorting Through Potential Yield Noise From Russia

By junkfoodlover on July 27, 2022, 5:26 p.m.
Tagged topics: analyst checks , Russia

Views: 10, Votes: 3, Responses: 0, Attachments: 1
V , MA , JKHY , PYPL , SOFI , SQ , FIS , GPN

+36 pts



Less Magnitude Risk of Nominal Spending Slowdown in High Inflationary Periods

By labjordan on July 25, 2022, 3:45 p.m.
Tagged topics: earnings preview

Views: 19, Votes: 4, Responses: 0, Attachments: 1
PYPL , FISV , MA , V , NVEI

+33 pts



Cutting Estimates Primarily For FX As Stocks Are In Holding Pattern

By realjoe on July 20, 2022, 5:34 p.m.
Tagged topics: analyst lowers estimates

Views: 13, Votes: 2, Responses: 0, Attachments: 1
V , MA

+34 pts



Cross-Border Thesis Refresh; Walking a Tighter Rope Post-2Q

By josiebe on July 18, 2022, 3:22 p.m.
Tagged topics: travel recovery

Views: 18, Votes: 3, Responses: 0, Attachments: 1
V , MA

+39 pts



Time to look at OW $V and $MA

By mooreideas on July 15, 2022, 11:26 a.m.
Tagged topics: buying opportunity

Views: 148, Votes: 5, Responses: 0, Attachments: 1
UBER , LYFT , BKNG , ABNB , H , EXPE , MTN , AAL , V , MA , OMC , RL , M

+36 pts



In Defense of the Services Economy

By cassie on June 13, 2022, 12:21 p.m.
Tagged topics: service economy

Views: 16, Votes: 4, Responses: 0, Attachments: 1
AAPL , MA , V

+33 pts



Takeaways from Apple WWDC (Apple Pay Later, Order Tracking, and Digital Identity)

By realjoe on June 8, 2022, 1:17 p.m.
Tagged topics: BNPL

Views: 18, Votes: 1, Responses: 0, Attachments: 1
V , MA , FIS , FISV , GPN , FOUR , WU , PAR

+44 pts



Americas Payment Technology: Investor feedback on initiation: Investor sentiment remains high on Networks, low on the Acquirers

By ethonomics on June 2, 2022, 2:06 p.m.
Tagged topics: investor feedback

Views: 25, Votes: 6, Responses: 0, Attachments: 1
V , MA

+31 pts



V & MA Still View as Relative Safe Havens

By labjordan on May 24, 2022, 12:54 p.m.
Tagged topics: safe haven

Views: 12, Votes: 1, Responses: 0, Attachments: 1
V , MA , FIS , WU , FISV , GPN , FOUR , PAR

+42 pts



Long-term secular tailwinds to drive continued above-GDP growth; Buy $V/$MA, $FIS; Sell $WU (initiation report)

By ethonomics on May 19, 2022, 4:55 p.m.
Tagged topics: initiation report

Views: 29, Votes: 4, Responses: 0, Attachments: 3
MA , V

+37 pts



Downgrading MA (to UW) and V (to N) on Macro Challenges, Especially Europe

By josiebe on April 29, 2022, 3:24 p.m.
Tagged topics: analyst downgrade

Views: 42, Votes: 3, Responses: 0, Attachments: 1
MA

+35 pts



$MA - Travel, Inflation, and Russia are the trifecta

By cassie on April 22, 2022, 5:28 p.m.
Tagged topics: earnings preview

Views: 34, Votes: 5, Responses: 0, Attachments: 1
V , MA

+34 pts



$V $MA - Weathering the Uncertainty

By realjoe on April 22, 2022, 11:40 a.m.
Tagged topics: analyst lowers estimates

Views: 28, Votes: 2, Responses: 0, Attachments: 1
V , MA , PYPL , FIS , FISV , GPN , SQ , WU , WEX , FLT , NVEI , RELY , EVOP , FLYW

+40 pts



Analysts lower estimates for Ukraine conflict and heightened macro risks since initial 2022 guidance

By phenphen on April 5, 2022, 11:03 a.m.
Tagged topics: analyst lowers estimates

Views: 143, Votes: 5, Responses: 0, Attachments: 1
PYPL , MA , V , AFRM , FISV , GPN , FIS , FOUR , GLBE , RPAY , PAYA

+17 pts



Digital India & digital payments go together, and this alliance is impacting every industry segment be it financial services, education or consumer markets; changing the...

By gangubai on March 30, 2022, 10:44 a.m.
Tagged topics: deep dive , fintech

Views: 28, Votes: 6, Responses: 0, Attachments: 0
MA

+33 pts



$MA - analysts cut estimates to reflect Russian & Ukraine exposure

By phenphen on March 29, 2022, 1:42 p.m.
Tagged topics: analyst lowers estimates

Views: 24, Votes: 3, Responses: 0, Attachments: 1
AFRM , SQ , FISV , MA , PYPL , V

+43 pts



BNPL growing share of global ecom spend

By mooreideas on March 21, 2022, 2:53 p.m.
Tagged topics: analyst checks

Views: 59, Votes: 7, Responses: 0, Attachments: 1
MA

+34 pts



$MA - Multiple Scenario Analysis Lead to Net Upside Bias

By puckerman17 on March 15, 2022, 2:35 p.m.
Tagged topics: analyst checks

Views: 29, Votes: 3, Responses: 0, Attachments: 1