Visa: Too Long Since The Last Misinformed Panic, Enter 'Stablecoin'

Group 1 - The article discusses the increasing tension surrounding the 'Stablecoin Threat' which has begun to manifest in the market [1] - The investment strategy focuses on identifying companies with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them long-term [1] - The portfolio management approach aims to avoid underperforming stocks while maximizing exposure to high-potential winners, often resulting in a 'Hold' rating for companies with limited growth opportunities or high downside risks [1]