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Two stock picks for long-term growth as people keep moving away from cash
MastercardMastercard(US:MA) MarketWatchยท2025-09-30 17:29

Core Viewpoint - A highly rated fund manager presents a five-point argument supporting the continued dominance of Mastercard and Visa in the payment-processing industry [1] Group 1: Market Position - Mastercard and Visa are expected to maintain their leading positions in the payment-processing space due to their established brand recognition and extensive networks [1] - The fund manager emphasizes that both companies have a significant market share, which provides them with a competitive advantage [1] Group 2: Financial Performance - The fund manager highlights strong financial metrics for both companies, indicating robust revenue growth and profitability [1] - Recent earnings reports show that Mastercard and Visa have consistently outperformed their peers in terms of revenue growth rates [1] Group 3: Industry Trends - The shift towards digital payments and e-commerce is accelerating, benefiting Mastercard and Visa as they adapt to changing consumer behaviors [1] - The fund manager notes that the increasing adoption of contactless payments further solidifies the market position of both companies [1] Group 4: Strategic Initiatives - Mastercard and Visa are investing in technology and innovation to enhance their payment solutions, which is expected to drive future growth [1] - The fund manager points out that strategic partnerships and acquisitions are part of their growth strategy, allowing them to expand their service offerings [1]