MA

1. September 2026 1 entry
   Sep 29, 2026

   Blogs · r/ValueInvesting · /u/Weldobud

   FICO - is this now a falling knife or another Visa / Mastercard temporary decline?

   Fico fell 22% overnight on news of opening up the credit score market. It's lost half its value this year. Not pretty. Although on one hand the business is still doing well, so far there is not a huge exodus of revenue…

   VMAshort331 words

   Since publication MA +8.9% α +8.8 pp vs S&P 500 · USD

2. August 2026 2 entries
   Aug 15, 2026

   Substack · Dividendology

   🛒 Bill Ackman Just Bought Mastercard!

   But 99% of Investors Misunderstand Their Capital Allocation 🚀

   MA2,153 words

   Since publication +9.1% α +10.0 pp vs S&P 500 · USD

   Aug 10, 2026

   Substack · Panagiotis' FinTech Newsletter · Panagiotis Kriaris

   1) Visa vs. Mastercard latest results 2) The Agentic Wars 3) Mastercard & BVNK 4) U.S. Digital Payments Landscape 5) Apple by the Numbers

   Welcome to my newsletter! Each week a few hand-picked topics from the world of fintech, payments and banking with behind-the-scenes analysis!

   VMAAAPL2,088 words

   Since publication MA +8.9% α +9.9 pp vs S&P 500 · USD

3. June 2026 2 entries
   Jun 24, 2026

   Substack · Compounders · DIY Investor

   Mastercard: The Easiest Buy of the Year

   Always a buy below 25x.

   MA1,789 words

   Since publication +24.1% α +19.8 pp vs S&P 500 · USD

   Jun 10, 2026

   Substack · AXInvestX · AXInvestX - Finanzas Inversión

   Mastercard: la empresa que cobra por existir el dinero digital

   Llevo tiempo pensando en cómo explicar por qué Mastercard es uno de esos negocios que, una vez que los entiendes, resultan difíciles de ignorar.

   MAshortES856 words

   Since publication +25.4% α +19.8 pp vs S&P 500 · USD

4. January 2026 1 entry
   Jan 16, 2026

   Institutional · eToro

   Deep Dive: Digesting Mastercard’s Risks vs. Opportunities

   MasterCard runs a high-margin business, but the stock has come under pressure lately. The Daily Breakdown dives deep into the situation. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each…

   MAshort659 words

   Since publication +13.7% α +3.1 pp vs S&P 500 · USD

5. October 2025 1 entry
   Oct 20, 2025

   Substack · Nuestras Finanzas Blog · Héctor Simora

   📈American Express vs Visa y Mastercard: Tesis de inversión

   (Artículo y vídeo). Este artículo trata la tesis de inversión en la empresa American Express frente a Visa y Mastercard. O si lo prefieres, también la puedes ver en vídeo.

   AXPVMAES3,189 words

   Since publication MA +8.3% α −5.7 pp vs S&P 500 · USD

6. August 2025 1 entry
   Aug 11, 2025

   Substack · CosmicCapital’s Substack · CosmicCapital

   Mastercard 2Q25 Results - Stock Analysis

   Another Quarter of Outperformance, can the compounding machine continue?

   MA1,437 words

   Since publication +7.0% α −13.5 pp vs S&P 500 · USD

7. May 2025 1 entry
   May 1, 2025

   Blogs · ValueWalk

   What Visa and Mastercard Earnings Say About Consumer Spending

   The two leading credit and payment providers, Visa (NYSE:V) and Mastercard (NYSE:MA), reported quarterly earnings this week and the results were better than anticipated.

   VMAshort715 words

   Since publication MA +12.2% α −24.8 pp vs S&P 500 · USD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.