Visa (V): The Ultimate Standard For Cloud Computing Stocks
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- Опубликовано: 31 май 2024
- Visa is one of our core holdings at Chip Stock Investor. Visa stock has been doing right by us for many years. But is Visa the platinum standard for cloud computing stocks?
Nick highlights the digital payments network leader as a prime example of success in the cloud and enterprise computing sector. The discussion covers a high-level view of Visa's business model, its contributions to cybersecurity, the infrastructure supporting its massive digital transactions network, and its financial health, including impressive earnings and massive shareholder returns.
The analysis especially reveals Visa's incredible cash flow, and how management has returned much of that to shareholders over time. Chip Stock Investor reaffirms its outlook on Visa as a core portfolio holding, emphasizes its role as a digital railway, and its exemplary business model for IT and cloud computing companies to imitate.
Chapters
00:00 Introduction to Visa's Business Model
00:35 The Dark Side of Digital Transactions: Cybersecurity
01:23 Understanding Visa's Infrastructure and Network
04:38 Visa's Financial Performance and Growth Prospects
11:52 Investment Considerations and Valuation Analysis
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Nick and Kasey own shares of Visa
What a solid business. I've been digging around all weekend on Visa. I don't need convincing on this one. I think they will continue to meet and exceed expectations. So long as capitalism survives, Visa will thrive. This should be a core holding in everyone's portfolio. I'm happy to buy shares at this price. Thanks for the update!!
Value stock, but growth ahead, a rock in my portfolio
Loving this video, it came out just at the right moment.
I've had 5 positions in my portfolio for quite some time, and I had been itching to add a quality 6th one.
Prospects were Nvidia, Broadcom, TSMC, Linde, McDonalds etc, but finally this week I had settled on Visa.
My long term portfolio - each position weigthed equally - reads:
Passive part:
FTSE Developed World ETF (0.12% TER)
Realty Income REIT
Berkshire Hathaway
"Active" part:
Microsoft
Costco
Visa
What an amazing and crucial company, such a giant.
Kicking myself for not opening a position before, but currently seriously considering opening a position.
Could you maybe do Mastercard video as well? Thanks Nick!
Thank you Nick, love the channel…it’s made me some money, appreciate your work💯
I wish to see more of such videos. Very high quality job!
Thanks for the earnings update. Started a position recently, looking forward to DCAing
On a pull back I am ready to invest more.
this stock and mastercard profit from inflation without doing anything.
All stocks will increase over time due to inflation, so not exactly a reason to buy V or MA! Better opportunities elsewhere.
What about MA? It seems to outperform V lately.
Nice update….I recently opened a position….i might add to it on any weakness….
There is no weakness with V😂
😂
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It has not been dropped IPO price since they came out to IPO in 2008.
What % of your profolio is Visa?
Visa is a top pick of billionaires.
V & MA duopoly.
Mastercard always seems to outperform Visa.
V and MA are good business models but their stock performance is very lacklustre. No different to many banks. This is a stock where I believe many investors temporarily “park” their money until better opportunities are discovered, or when the market turns volatile.
How do you say it’s lackluster when it’s out performed the S&P 500 over a five and 10 year basis
Wait till CBDC
I am curious how will that impact on CC. I personally think CC is more safer than bitcoin or Zelle b/c it has a 3rd party involve who can track the end user. Bitcoin can’t and Zelle can’t if via email and the banks are not chasing it for consumers.
@@sallyho146 I think bitcoin cant compete with CC but CBDC, central bank digital currencies like digital dollar will steam roll CC because is also digital , secure and has no transaction cost for the seller