We came across a bullish thesis on Visa Inc. on Monopolistic Investor’s Substack by Antoni Nabzdyk. In this article, we will summarize the bulls’ thesis on V. Visa Inc.'s share was trading at $346.20 as of September 17th. V’s trailing and forward P/E were 33.21 and 26.45, respectively according to Yahoo Finance. JMiks / Shutterstock.com Visa operates one of the largest and most trusted payment networks in the world, serving 4.7 billion cards and over 150 million merchants across 200 countries. Unlike ba ...

Core Insights - The article discusses the growing importance of artificial intelligence (AI) and machine learning (ML) in the financial industry, highlighting their applications in quantitative trading and risk management, while also addressing the challenges faced when transitioning from academic research to practical implementation [1][2]. Group 1: AI and ML Applications in Finance - AI and ML are increasingly being utilized in various financial applications, but there are significant challenges when these models are applied in real-world scenarios [1][2]. - Financial institutions prioritize decision-making tools that support "What-if" analyses, such as assessing the impact of interest rate changes [5]. - The complexity of financial data, which includes time series, yield curves, and macroeconomic data, poses challenges for traditional models like LSTM [5]. Group 2: Challenges in Implementation - Many discussions around AI and ML remain theoretical, with practical issues often lacking systematic public discourse [2]. - The integration of tools like Jupyter Notebook can hinder engineering management, and compatibility issues between TensorFlow and PyTorch complicate the development of reusable components [5]. - There is a scarcity of professionals who possess expertise in finance, machine learning, and systems engineering, which is critical for successful implementation [5]. Group 3: Educational and Recruitment Initiatives - The article mentions a lecture by Professor Chak Wong from J.P. Morgan's Machine Learning Center of Excellence, focusing on the practical applications of AI/ML in financial institutions [10][11]. - The event also serves as a recruitment session for J.P. Morgan, inviting candidates from various academic backgrounds to engage with a leading international team [11].