[V, MA] The more things change, the more they stay the same
Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…
NYSE
Visa INC.
V
1 article
$693B Market cap · 2026-08-24
Investor Letters
Letters that discuss V.
- Dodge & Cox Stock Fund Stock Fund Investment Commentary Second Quarter +5.6% KKR-P-D TMO $231BV $693BCHTR $18B
- Giverny Capital Annual Letter to our Partners 2025 2025 +2.7% CNSWF $47BCNI $77BFISV $28BFIVE $13B
- Wedgewood Partners Are Hyperscalers Still Magnificent? Second Quarter 2026 +9.4% HRMS AMZN $2.8TGOOGL $4.2TMETA $1.4T
- RGA Investment Advisors The Great Divide: Why the Stock Market is So Concentrated and Where We Are Finding Opportunities Q3 2025 — COF $133BGOOGL $4.2TDFS delistedMA $503B
