Workflow
Mastercard
icon
Search documents
Mastercard: Time To Buy This Dividend Growth Titan
Seeking Alpha· 2025-12-04 12:45
Looking for more investing ideas like this one? Get them exclusively at The Dividend Kings. Learn more >>As an investor, I like to own companies that are embedded in everyday life. This is because consistent use of a company's products and/or services often translates into reliable revenue and earnings growth.Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 20 ...
Mastercard: A Premium Compounder You Don't Want To Underweight
Seeking Alpha· 2025-12-04 10:42
Core Viewpoint - Mastercard Inc. is currently experiencing muted trading performance, which appears disconnected from its asset quality [1] Group 1: Company Analysis - The trading behavior of Mastercard Inc. suggests a potential undervaluation given its quality as an asset [1] - The analysis emphasizes a mix of long-term conviction holdings and tactical sector rotations as a strategy for investment [1] Group 2: Investment Strategy - The approach taken by the analyst focuses on uncovering undercovered opportunities and sectors driven by momentum [1] - The belief is that successful investing is more about generating profits than merely being correct in predictions [1]
X @CoinDesk
CoinDesk· 2025-12-04 09:51
RT Binance (@binance)Reece Merrick from @Ripple joins Christian Rau of @Mastercard and Nikola Plecas from @ton_blockchain for a thoughtful discussion on financial payment rails.The session is moderated by Ian Allison from @CoinDesk . https://t.co/IHHMGiB81r ...
X @Binance
Binance· 2025-12-04 09:14
Reece Merrick from @Ripple joins Christian Rau of @Mastercard and Nikola Plecas from @ton_blockchain for a thoughtful discussion on financial payment rails.The session is moderated by Ian Allison from @CoinDesk . https://t.co/IHHMGiB81r ...
Mastercard: Immaculate Execution, Though Not Cheap Enough To Fully Back Up The Truck
Seeking Alpha· 2025-12-04 07:50
Group 1 - Mastercard is one of the 20 largest publicly traded US companies by market capitalization and is used globally by billions of people [1] Group 2 - The article emphasizes the importance of identifying great businesses at reasonable prices for long-term investment [2] - There is a slight bias towards technology companies, but a broad perspective is maintained, including opportunities in crypto and global markets [2]
Mastercard: Rock Solid Amid Macro Jitters
Seeking Alpha· 2025-12-03 15:27
Core Insights - Mastercard Incorporated, alongside Visa, forms a credit card duopoly, which grants them significant market power [1] - The financial results of Mastercard serve as an important indicator of consumer health due to their direct involvement in consumer transactions [1] Company Overview - Mastercard is a key player in the credit card industry, sharing dominance with Visa [1] - The company's performance is closely monitored as it reflects broader economic trends and consumer spending behavior [1]
X @Binance
Binance· 2025-12-03 08:23
Priceless experiences await at #BinanceBlockchainWeekRecharge at the Networking Village and grab some burgers. sponsored by @Mastercard https://t.co/8ehtcm3ieT ...
Mastercard: 4 Reasons Why The Stock Is A Strong Buy (NYSE:MA)
Seeking Alpha· 2025-12-03 00:05
Group 1 - Mastercard Incorporated has achieved a total return of over 13,000% since its IPO in 2006, significantly outperforming the S&P 500, which has delivered a total return of 670% during the same period [1] - The performance of Mastercard shares highlights the company's strong growth trajectory and market position within the financial services industry [1] Group 2 - The article does not provide specific insights or data regarding Visa, but mentions a long position in Visa, indicating a positive outlook for the company [2] - There is an emphasis on the importance of past performance not guaranteeing future results, which is a common consideration in investment analysis [2]
Corpay (NYSE:CPAY) 2025 Conference Transcript
2025-12-02 21:37
Corpay (NYSE:CPAY) 2025 Conference December 02, 2025 03:35 PM ET Company ParticipantsJim Eglseder - SVP of Investor RelationsConference Call ParticipantsNone - AnalystNoneLet's get started. So we're super excited to have Jim Eglseder, Senior Vice President of Investor Relations at Corpay with us here today. Welcome, Jim.Jim EglsederThank you.Good to have you. I guess to kick things off, can you maybe share a little bit about what's on top of mind of the management team at Corpay for 2026?Yeah. It's obviousl ...
Mastercard Incorporated (MA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Seeking Alpha· 2025-12-02 17:23
Core Insights - Mastercard is a significant player in the payments industry, with a focus on its Value-Added Services business, which constitutes nearly 40% of its revenue and is experiencing high teens growth [2]. Company Overview - Craig Vosburg, the Chief Services Officer of Mastercard, has been with the company for 20 years and has held various leadership roles, including Chief Product Officer and President of North America [2]. - The Value-Added Services business is a key driver of Mastercard's revenue growth, contributing approximately 700 basis points [2].