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V , MA

+31 pts



$V $MA - Morgan Stanley sees upside from robust US spending, but delta variant casting some doubt on travel recovery outlook

By realjoe on July 21, 2021, 3:04 p.m.
Tagged topics: earnings preview , secular growth , fintech , Morgan Stanley , inflation hedge , reopening beneficiaries

Views: 105, Votes: 2, Responses: 0, Attachments: 15
V , MA

+31 pts



$V, $MA - Deutsche says cross border recovery is on the horizon, and could drive significant upside to margins

By realjoe on July 12, 2021, 2:17 p.m.
Tagged topics: earnings preview , analyst raises estimates , travel recovery , cryptocurrency , fintech , Deutsche Bank , BNPL , upside to estimates

Views: 87, Votes: 1, Responses: 0, Attachments: 27
MA , SQ , V

+1 pts





By guccihammers on June 29, 2021, 1:04 a.m.
Tagged topics: digital wallets , TAM expansion , secular growth , fintech , Cash App , D.A. Davidson , payments ecosystem

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

+36 pts



$SQ - DA Davidson says Square looks expensive only because the market is underestimating its earnings potential, and this is 'just the beginning'

By realjoe on June 25, 2021, 3:03 p.m.
Tagged topics: digital wallets , TAM expansion , secular growth , fintech , Cash App , D.A. Davidson , payments ecosystem

Views: 200, Votes: 4, Responses: 1, Attachments: 3
PYPL , V , MA

+31 pts



$PYPL - DA Davidson views pricing overhaul as a 'game changer', putting PayPal in a new peer group with $V and $MA as 'payment elites'

By realjoe on June 25, 2021, 2:55 p.m.
Tagged topics: pricing , digital wallets , fintech , D.A. Davidson

Views: 145, Votes: 1, Responses: 0, Attachments: 3
V , MA

+33 pts



$V, $MA - Piper Sandler upgrades Visa to OW on favorable US travel trends and valuation discount to Mastercard

By ethonomics on June 7, 2021, 1:30 p.m.
Tagged topics: discount valuation , travel recovery , analyst upgrade , fintech , Piper Sandler

Views: 137, Votes: 3, Responses: 0, Attachments: 5
COIN , V

+34 pts



$COIN - Oppenheimer sees strong case for bitcoin as inflation hedge and financial freedom, believes 'massive retail adoption' is coming

By realjoe on June 7, 2021, 11:31 a.m.
Tagged topics: analyst checks , non deal roadshow , cryptocurrency , fintech , Oppenheimer , ESG investors , retail adoption

Views: 130, Votes: 2, Responses: 0, Attachments: 3
MA , V

+33 pts



$MA, $V - Morgan Stanley raises targets for Mastercard ($418) and Visa ($258) on likely strong Q2 rebound, says they're reopening beneficiaries and inflation hedges

By ethonomics on April 20, 2021, 3:50 p.m.
Tagged topics: credit cards , secular growth , analyst raises target , Morgan Stanley , inflation hedge , reopening beneficiaries

Views: 104, Votes: 2, Responses: 0, Attachments: 16
MA , V , PYPL , SQ , AXP , FOUR

+30 pts



$MA, $V - Piper Sandler sees downside risk to estimates from lagging cross-border transaction recovery

By phenphen on April 14, 2021, 12:08 p.m.
Tagged topics: eCommerce , travel recovery , economic recovery , Piper Sandler , restaurants , downside to estimates , cross-border transactions

Views: 96, Votes: 1, Responses: 0, Attachments: 18
MA , V

+1 pts





By Melyche on April 8, 2021, 12:24 a.m.
Tagged topics: valuations , fintech , RBC , inflation fears , investment themes , inflation hedge , higher prices

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