I really like your videos, however in this comparison you completely skipped the companies growth rate for some reason? The entire debate with Visa vs Mastercard is around Visas stronger financial health vs Mastercards higher growth rate. A bit dissapointed that this wasn't included!
Awesome video. Think you should add a growth category. Who’s revenue is growing, fcf from operation growth, are their expense growing. Also maybe add how far away from their historical PE value they are. If that makes sense
Great video, have been considering both, mainly MA, but I think they are too expensive. Perhaps a comparison of Novo Nordisk and Eli Lilly? (the two weight loss giants)
Both are great companies and thank you for your video. Personally, I own both. But just my take, a 30% margin of safety in such wide moat companies is a bit too much and might stop people from ever acquiring them. They always trade for a premium and constantly outperform the market. Also in the solo videos where you talked about at what prices super investors acquired them, it's worth mentioning the forward valuations where they acquired them. Just because they acquired them at 30 dollars before 10 years, it doesn't mean they got it for cheap and people should wait like 10 PE to even consider them. And they might not be adding, since the % in their portfolio organically grows with the return of the companies. And one last thing: We also need forward valuation comparisons. Especially for growth companies. Thank you for your videos!
I like that you express a company's debt to net income as "years to pay debt". I prefer Visa as they have more card users and they have a bigger network.
New to the channel, I like your format. I feel like in this video your checklist on dividends seems inconsistent. If you prefer FCF to be reinvested than payed out in dividends, you should want low or no yield, low or no payout ratio and lo or no dividend growth. But here you give Visa a check for having higher yield, Mastercard a check for lower payout ratio and then Mastercard again for higher dividend growth?
Good video, can you do an analysis on SHOP, PANW, and LLY or some other pharmaceutical companies? These are all unrelated, but they’re stocks I’ve been seeing rapid growth on. Quality stuff here👍
Exactly what I was looking for... But I was not expecting from this channel. all I've seen on your channel was analysis and investors portfolio update... Surprised..... Thanks anyway..
Good video, I enjoyed it and found it useful! A have a smallish position in $V and will increase it if I can buy below 250; I don't discard your valuation, but it includes a 30% safety margin, considering this $V is not really overvalued, and I still think it will keep growing and reinforce its majority position in the credit industry. Also, its business fundamentals are quite strong (as shown in your video). Maybe you already did it, but a comparison between Costco and Wallmart could be interesting; I've seen some frenzy for Costco, but I think Wallmart is a better investment.
Great video! Always spot on! I decided to go with MA when I bought a long time ago. I do see how, at current valuations, Visa takes the win in the comparison
Hi Mr. Bald! Another amazing video. I discovered you recentley and I have to say that I love your content. Could you please analize Pfizer? I want to know the intrinsic value on that one. I would analize it myself but Im afraid that my abilities are not in that point yet. Best wishes from Argentina!
Can you change the music in the transitions every once in a while please. It gets a little annoying after hearing it several times when i binge your videos. thanks!
I really like your videos, however in this comparison you completely skipped the companies growth rate for some reason? The entire debate with Visa vs Mastercard is around Visas stronger financial health vs Mastercards higher growth rate. A bit dissapointed that this wasn't included!
Thank you for the feedback. 👍
SPGI vs MOODYS
GOOGLE vs microsoft
Amazon vs alibaba
Thanks for the ideas. 👍
I have V, MA and AXP. My V holding is twice as large as MA + AXP combined. Long on all 3
Sounds nice. You have the whole industry covered. 😊 Good luck 🤞
Awesome video. Think you should add a growth category. Who’s revenue is growing, fcf from operation growth, are their expense growing. Also maybe add how far away from their historical PE value they are. If that makes sense
Thank you for the feedback, that is an interesting idea. I will definitely take a look at that. 👍
Great video, have been considering both, mainly MA, but I think they are too expensive. Perhaps a comparison of Novo Nordisk and Eli Lilly? (the two weight loss giants)
I'm glad you like the video and thanks for the idea. 💡
@@BaldInvestor Both Eli Lilly and Novo are extremely expensive.
Nancy Pelosi stocks.
Both are great companies and thank you for your video. Personally, I own both.
But just my take, a 30% margin of safety in such wide moat companies is a bit too much and might stop people from ever acquiring them. They always trade for a premium and constantly outperform the market.
Also in the solo videos where you talked about at what prices super investors acquired them, it's worth mentioning the forward valuations where they acquired them. Just because they acquired them at 30 dollars before 10 years, it doesn't mean they got it for cheap and people should wait like 10 PE to even consider them. And they might not be adding, since the % in their portfolio organically grows with the return of the companies.
And one last thing: We also need forward valuation comparisons. Especially for growth companies.
Thank you for your videos!
Thank you for all of your feedback 👍 and good luck with V and MA 🤞
Great video - Thanks. Could you do a video: PSA (Public Storage) vs EXR (Extra Space Storage)
I'm glad you like it and thank you for the idea. 👍
do the MCO vs SPGI both titans, please!!
Nice idea. Added to my list.
I like that you express a company's debt to net income as "years to pay debt". I prefer Visa as they have more card users and they have a bigger network.
I'm glad you like it 😊 and thanks for sharing.
New to the channel, I like your format.
I feel like in this video your checklist on dividends seems inconsistent. If you prefer FCF to be reinvested than payed out in dividends, you should want low or no yield, low or no payout ratio and lo or no dividend growth. But here you give Visa a check for having higher yield, Mastercard a check for lower payout ratio and then Mastercard again for higher dividend growth?
Good video, can you do an analysis on SHOP, PANW, and LLY or some other pharmaceutical companies? These are all unrelated, but they’re stocks I’ve been seeing rapid growth on. Quality stuff here👍
What about the financial health of clients who own these credit cards?
Exactly what I was looking for...
But I was not expecting from this channel.
all I've seen on your channel was analysis and investors portfolio update...
Surprised.....
Thanks anyway..
I hope it was a pleasant surprise. 😊
Amazing video. Straight to the point and i LOVE your scoring system💖
Thank you so much. I'm happy that you like it 🙏
Good video, Adyen vs Stripe would be very interesting!
Good video, I enjoyed it and found it useful! A have a smallish position in $V and will increase it if I can buy below 250; I don't discard your valuation, but it includes a 30% safety margin, considering this $V is not really overvalued, and I still think it will keep growing and reinforce its majority position in the credit industry. Also, its business fundamentals are quite strong (as shown in your video).
Maybe you already did it, but a comparison between Costco and Wallmart could be interesting; I've seen some frenzy for Costco, but I think Wallmart is a better investment.
Thanks for the idea, that can be interesting. 👍
I really like your content, can you do semiconductor stock pls
I'm glad you like it and thank you for the idea. 👍
Can you compare Visa Vs American Express?
That sounds interesting. Thanks for the idea.
Great video! Always spot on! I decided to go with MA when I bought a long time ago. I do see how, at current valuations, Visa takes the win in the comparison
Thank you very much. That is very kind of you. 🙏 And good luck with MA 🤞
Hi Mr. Bald! Another amazing video.
I discovered you recentley and I have to say that I love your content.
Could you please analize Pfizer? I want to know the intrinsic value on that one. I would analize it myself but Im afraid that my abilities are not in that point yet.
Best wishes from Argentina!
Thank you so much. That is very nice to hear. Unfortunately, pharmaceutical companies are out of my circle of competence. Sorry to disappoint.
Please do SPGI (S&P Global) vs MCO (Moody's)
Added to my list 😊
have they ever been undervalued ? they are always high and the more i wait the more the price goes up
Dividends suck on these companies. Probably too late to invest unless we get a crash of sorts.
MA > V
Alphabet vs. Meta pls. Thanks.
That could be very interesting. Thank you for the idea.
Lowe’s vs Home Depot please.
I made such a video some time ago. Here is the link: ruclips.net/video/qn0Ul5ge0Dc/видео.html
I hope you will find it interesting.
Can you change the music in the transitions every once in a while please. It gets a little annoying after hearing it several times when i binge your videos. thanks!
Thanks for the feedback, and for watching so many videos. I will take a look at that. 👍
Yes just play SpongeBob in the background.
@@BaldInvestorI like it, it's part of your trade mark.
AXP
I have to take a look at it. Thanks for the idea.
SPGI VS MCO
Added to my list. Thanks for the idea.
MCO-Moody's Corporation vs SPGI-S&P Global
Thanks for the idea. 👍
👍
too slow and too boring with all points stuff. You are taking too much time for things not important and could be presented in less time
Thanks for the feedback.
I totally disagree. Taking your time is necessary to get your point across and make sure the viewer fully grasp the concept.
First
That was fast 😊