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V , MA

+20 pts



The return of Durbin: Proposed dual routing updates would be manageable low single-digit EPS headwinds

By ethonomics on Sept. 19, 2022, 3:57 p.m.
Tagged topics: regulatory headwind , Durbin

Views: 15, Votes: 5, Responses: 0, Attachments: 1
V

+34 pts



$V Consumer Spend Stays Strong for Visa; Raising Estimates for F3Q Upside

By cassie on July 27, 2022, 5:35 p.m.
Tagged topics: earnings results

Views: 23, Votes: 4, Responses: 0, Attachments: 1
V

+34 pts



$V Key Takeaways from F3Q22 EPS: Cross border recovery offsets FX headwinds to drive 3Q beat

By ethonomics on July 27, 2022, 5:20 p.m.
Tagged topics: earnings results

Views: 20, Votes: 3, Responses: 0, Attachments: 1
V

+35 pts



XB Drives Another Impressive Beat + No Macro Slowdown Yet; Reiterate Outperform

By RayHold on July 27, 2022, 9:02 a.m.
Tagged topics: Financial technology

Views: 11, Votes: 5, Responses: 0, Attachments: 1
V

+38 pts



$V Still Rising Above the Clouds

By realmomobags on July 27, 2022, 5:05 a.m.
Tagged topics: earnings results

Views: 23, Votes: 6, Responses: 0, Attachments: 1
V , MA , JKHY , PYPL , SOFI , SQ , FIS , GPN

+37 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: 29, Votes: 5, 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: 20, 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: 24, 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: 171, 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: 17, 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: 20, 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: 27, 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: 16, 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: 34, 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: 47, Votes: 3, Responses: 0, Attachments: 1
V

+36 pts



$V - Powering Through Global Macro Headwinds

By mooreideas on April 27, 2022, 10:02 a.m.
Tagged topics: earnings results

Views: 34, Votes: 2, Responses: 0, Attachments: 1
V

+37 pts



$V Waiting to Take Flight

By realmomobags on April 27, 2022, 5:18 a.m.
Tagged topics: travel recovery , fintech

Views: 29, Votes: 3, 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: 30, 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: 159, 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: 32, Votes: 6, Responses: 0, Attachments: 0