Visa Has Another Boring Quarter
Jul 24, 2024
Visa is so predictable it's almost boring - a great thing in investing! Revenues were up about 10%, with a stable 7% growth in payments volume, 14% in cross border, and 10% growth in transactions. I see little reason to modify the valuation model. The fair value ticks up a couple dollars to $329.
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Watch List
| WDAY | -11.85% |
| SNOW | 44.96% |
| ENLT | -16.62% |
| WEAV | -18.38% |
| SE | 45.19% |
| SPSC | 19.07% |
| RDDT | -2.17% |
| APPF | 5.97% |
| CMG | 40.64% |
| INTU | 37.96% |
| PSTG | 20.52% |
| VEEV | 18.88% |
| NTNX | 47.70% |
| CRWD | 108.03% |
vs. Fair Value Estimates
Buy List
| TBBB | -26.42% |
| SEMR | -35.80% |
| TSM | -31.19% |
| ZETA | -34.55% |
| GOOG | -47.66% |
| NYAX | -28.51% |
| HRMY | -53.82% |
| GLBE | -29.82% |
| YOU | -37.71% |
| ABNB | -28.81% |
| ADBE | -36.60% |
vs. Fair Value Estimates
Hold List
| PINS | -21.77% |
| ASML | -16.57% |
| VTEX | -0.96% |
| MSFT | -18.30% |
| ODD | 5.53% |
| ASR | -17.04% |
| FLYW | -13.49% |
| CELH | 16.45% |
| TOST | 41.63% |
| CPNG | 3.58% |
| HIMS | 38.81% |
| PAYC | -1.94% |
| MNDY | 21.77% |
| ZS | 55.89% |
| V | -2.61% |
| ADSK | 7.01% |
| NOW | 21.30% |
| MELI | -24.98% |
| FTNT | 2.14% |
| TEAM | -10.85% |
vs. Fair Value Estimates