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I view Mastercard Incorporated (MA) as a core long-term investment. Given my long-term outlook for the company, I have acquired additional MA shares for our daughter on the basis of a very long-term investment time horizon. Further to my August 6th Mastercard Incorporated (MA) article, I decided today to acquire additional MA shares in an [...]
In this article I look at Mastercard Incorporated's (MA) current valuation based on guidance provided with the release of Q2 and YTD 2019 results on July 30, 2019. Summary Mastercard is an extremely high quality business with a superior business model that results in significant profits and Free Cash Flow. MA’s growth will come from [...]
In this Mastercard Incorporated (MA) article I provide an example where, through the use of options, it is possible to come out ahead even if your original call is wrong. In my February 4, 2019 article I provided details on covered call transactions I had initiated; I generated $2.43/share on the MA options. Mastercard Incorporated’s [...]
Mastercard (NYSE: MA) released its Q3 2018 results October 30, 2018. Mastercard and VISA have recently agreed to pay $5.54B - $6.24B to a class of more than 12 million merchants who accept the payment networks’ cards in the largest-ever class-action settlement of a U.S. antitrust case. This brings to an end one litigation matter [...]
Summary MasterCard released its Q4 and FY2017 results February 1, 2018. Shareholders have been richly rewarded since MasterCard became a publicly listed entity in 2006. MA is one of my highest conviction stocks but I am of the opinion its price has risen beyond levels that are deemed reasonable. [...]
Summary This MasterCard stock analysis is based on Q3 2017 results released October 31, 2017 and the September 7, 2017 Investor Day presentation. MA and V are the two highest convictions stocks amongst the ~50 companies in which my wife/I own shares. MA likely gets overlooked by many investors because of its sub 1% dividend [...]
Summary This MasterCard stock analysis is based on Q2 2017 results released July 27, 2017. MA’s projected EPS for FY 2017 and FY 2018 from multiple analysts have been revised upward subsequent to my February 1, 2017 post. MA recently received a favorable ruling from the Competition Appeal Tribunal (CAT) and no longer faces the [...]
Summary This MasterCard (NYSE: MA) stock analysis is based on Q4 and FY 2016 results reported January 31, 2017. MA continues to perform well but lofty expectations resulted in a small pullback in the stock price. While MA's PE is just shy of 30, I am willing to pay up for high growth and will [...]
In my September 13, 2024 How To Think About Risk post, I include a link to Howard Marks' - co-founder and co-chairman of Oaktree Capital Management (the largest investor in distressed securities worldwide) - explanation about the character of risk, the relationship between risk and return, the misconceptions about risk, and how to think about [...]
If social media is any indication of the typical small retail investor, financial freedom ranks highly as a goal. Reading various social media posts, however, and I can't help but wonder just how few will attain financial freedom. Many posts on social media reference the desire to find the next '10 bagger' (a home run). [...]
