DENVER, Jan. 23, 2026 (GLOBE NEWSWIRE) -- McLaren Racing today announced a partnership that will see ONEflight International become the McLaren Mastercard Formula 1 Team’s Official Private Aviation Partner. The multi-year collaboration brings together two world-class brands defined by precision performance, innovation, and an uncompromising commitment to excellence. Founded in 2010, ONEflight is a global aviation company providing members with seamless access to a worldwide network of private aircraft. As O ...

Core Insights - The investment strategy focuses on acquiring strong businesses at undervalued prices, emphasizing the importance of quality and economic fundamentals [1] Group 1: Investment Philosophy - The company has a diversified portfolio that includes sectors such as telecom, banking, payments, and technology, indicating a broad investment approach [1] - The emphasis is placed on holding high-quality businesses and expanding knowledge about their competitive advantages [1] - The investment strategy prioritizes companies with large user bases and cross-selling opportunities, which are seen as underappreciated potential [1] Group 2: Performance Metrics - The annual return from January 1, 2022, to December 18, 2025, is reported at 15.07% CAGR, translating to a total return of 74.3%, which outperforms the market's 10.82% CAGR and 50.15% total return [1] Group 3: Investment Approach - The valuation method focuses on EBIT plus R&D investments, reflecting a belief in the potential of certain R&D initiatives [1] - The company does not endorse traditional "Buy" and "Sell" recommendations, instead advocating for a "Strong Buy" threshold for exceptional businesses and categorizing others as "Strong Sell" to generate cash for future investments [1] - A "Hold" position may be initiated for high-quality businesses if pricing is not favorable, indicating a flexible approach to market conditions [1]

Key Takeaways MA partners with Agoda to integrate global travel inventory into its Global Redemption Suite.Banks in MA's network can offer instant point redemptions for flights and accommodations worldwide.The deal deepens value-added services using data and merchant partnerships to boost cardholder engagement.Mastercard Incorporated (MA) is modernizing loyalty programs through its recent partnership with digital travel platform Agoda. This collaboration integrates Agoda’s global travel inventory into Maste ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, with hundreds of billions directed towards developing smarter technologies, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment opportunity [3][8] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and poised to capitalize on the onshoring trend due to tariffs [5][6] - It owns significant nuclear energy infrastructure, which places it at the center of America's future power strategy, and is capable of executing large-scale engineering projects across various energy sectors [7][8] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is approximately one-third of its market capitalization, providing it with a strong financial foundation [8][10] - It also has a significant equity stake in another AI-related company, offering investors indirect exposure to multiple growth opportunities without the associated high premiums [9][10] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is well-positioned to leverage these interconnected developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation, further solidifying the importance of energy infrastructure in supporting this growth [12]

Core Insights - The payments industry is increasingly transitioning to digital, cross-border, and real-time transactions, with Visa Inc. and Mastercard Incorporated leading in global financial transaction services [1] - Both companies are expanding their value-added services, but their growth trajectories differ due to variations in scale and regional revenue mix [2] Visa - Visa has a market cap of $593.6 billion, benefiting from extensive penetration in consumer, commercial, and cross-border transactions, which supports resilient revenue growth [3] - In the fiscal fourth quarter, Visa's payment volume grew by 9% year over year, with processed transactions increasing to 67.7 billion, a 10% rise, and cross-border volume growing by 12% [4] - Value-added services now contribute nearly 30% of Visa's revenues, growing in the mid-20s, with investments in AI-driven fraud prevention and blockchain technologies [5] - Visa maintains a strong cash position of $17.2 billion, allowing for significant share buybacks and dividends, returning $6.1 billion to shareholders in the fiscal fourth quarter [6] - Adjusted operating expenses rose by 13.1% year over year in the fourth quarter, and regulatory risks are present in the U.S. and Europe [7] Mastercard - Mastercard has a market cap of $477.5 billion and operates a secure global payments network, with net revenues increasing by 17% year over year in the third quarter of 2025 [10][11] - The company reported a 25% year-over-year growth in value-added services, driven by strategic acquisitions and strong performance in security and digital authentication [11] - Mastercard is investing in tokenization, cybersecurity, and AI-powered solutions, while balancing innovation with shareholder returns [12][13] - Adjusted operating expenses increased by 15% year over year in the third quarter, with an expected rise of 15.8% in 2025 [14] - The consensus estimate for Mastercard's 2025 EPS indicates a 12.5% year-over-year growth, with no recent earnings estimate revisions [16] Valuation and Performance - Visa's forward P/E ratio is 24.44X, compared to Mastercard's 27.68X, making Visa's valuation more attractive [17] - Over the past three months, Visa has experienced less value loss than Mastercard and the broader industry [18] - Both companies are ranked 3 (Hold) by Zacks, but Visa's larger scale, higher margins, and more attractive valuation suggest greater growth potential [21]

Core Viewpoint - Guy Spier of Aquamarine Capital has made significant sales in his portfolio during the fourth quarter, reflecting a cautious approach amid high market valuations and recent volatility [2][3]. Group 1: Portfolio Adjustments - Aquamarine Capital's fourth-quarter activity consisted entirely of sales, with no new purchases made [3]. - Spier reduced his stake in Berkshire Hathaway by over 30%, which remains the largest holding in his portfolio, now comprising nearly a third of it [3][4]. - The substantial reduction in Berkshire's stake may be more related to overall market valuations rather than a negative outlook on the company itself [4]. Group 2: Specific Stock Sales - American Express saw a significant stake reduction of around 69%, raising concerns about its valuation at a trailing P/E multiple of 23.6 [6][7]. - Mastercard's stake was trimmed by approximately 39%, reflecting a profit-taking strategy, with its trailing P/E at 34 [9]. - Spier cut his stake in Ferrari by 50%, a timely move as the stock has recently declined by nearly 11% [10].

Brazil's central bank ordered on Wednesday the liquidation of Will Financeira SA, a unit of troubled lender Banco Master, in the latest drastic step involving illiquid institutions tied to the congl... ...

Core Insights - MasterCard is a leading player in the global payments industry, providing a variety of financial transaction services and competing with major companies like Visa and American Express [1] Price Target and Market Outlook - Truist Financial has set a new price target of $609 for MasterCard, indicating a potential price increase of approximately 14.02% from its current price of $534.12, reflecting a more conservative outlook compared to the previous target of $630 [2][6] Institutional Holdings and Investor Sentiment - Dynasty Wealth Management LLC has reduced its holdings in MasterCard by 22.7%, selling 2,757 shares, which leaves the firm with 9,363 shares valued at around $5.3 million, suggesting a strategic reallocation of assets [3] - Other hedge funds, including LGT Financial Advisors LLC, Evolution Wealth Management Inc., and IMG Wealth Management Inc., have acquired new positions in MasterCard, with investments of $25,000, $29,000, and $31,000 respectively, indicating varied investor sentiment [4][6] Stock Performance - MasterCard's stock price is currently around $534.39, reflecting a decrease of about 0.95% or $5.10, with a trading range between a low of $529.53 and a high of $536.09 during the day; over the past year, the stock has reached a high of $601.77 and a low of $465.59, with a market capitalization of approximately $483.1 billion [5]

Mastercard 在收购谈判未果后，正评估对区块链基础设施公司 Zerohash 进行战略投资。知情人士称，双 方此前就整体收购进行过磋商，估值最高曾达约 20 亿美元，但 Zerohash 选择保持独立，相关收购谈判 已结束；目前双方仍在讨论投资事宜。Zerohash 表示不考虑被收购，并将继续与 Mastercard 扩展商业合 作。Mastercard 对此未予置评。（CoinDesk） （来源：吴说） ...

Core Viewpoint - Mastercard is exploring a strategic investment in blockchain infrastructure firm Zerohash after acquisition discussions ended, as Zerohash chose to remain independent [1][2]. Group 1: Acquisition Talks - Mastercard was in late-stage talks to acquire Zerohash for up to $2 billion, but these discussions have concluded [2]. - Zerohash has stated it is not considering an acquisition by Mastercard and aims to maintain its independence to foster innovation [3]. Group 2: Investment and Market Activity - Despite the end of acquisition talks, investment discussions between Mastercard and Zerohash are ongoing [2]. - The crypto merger and acquisition landscape is becoming more active, with a shift towards proven infrastructure projects rather than speculative protocols [4]. Group 3: Company Background and Financials - Zerohash raised $104 million in a Series D-2 funding round in October last year, achieving a valuation of $1 billion [5]. - The funding round included participation from notable investors such as Morgan Stanley and Apollo-managed funds [6]. - Founded in 2017, Zerohash provides APIs and developer tools for financial institutions to integrate crypto services, reaching over 5 million users across 190 countries [7].