Substack · Long-Term Mindset · Brian Feroldi
Is Visa a Buy at $389?
Last fiscal year, Visa’s revenue grew 11.3%.
US · 15 entries · 14 publications
V
Visa
- Entries
- 15
- Bullish
- 2
- Bearish
- 0
- First
- May 1, 2025
- Latest
- Oct 24, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on V at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeTimeline
Newest to oldest- October 2026 3 entries
Substack · Dividend School · Dave Ahern
Is Visa a Buy at $397?
Dividend Live replay. The moat, the real threats, and what today's price asks Visa to deliver.
Since publication +1.1% α +2.0 pp vs S&P 500 · USD
Substack · Long-Term Mindset · Brian Feroldi
You Can't Buy What Visa Owns
Fund a rival card network tomorrow with unlimited money. You still lose. Moats, part two of five.
Since publication +8.6% α +10.2 pp vs S&P 500 · USD
- September 2026 1 entry
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…
Since publication V +10.5% α +10.4 pp vs S&P 500 · USD
- August 2026 3 entries
Substack · TheDividendPrince · The Dividend Prince
Free Dividend Prince Deep Dive: Visa Inc (V)
Slow and steady wins the dividends. Discover why this network giant is my favorite financial fortress, and why patience will give you the best margin of safety.
Since publication +8.9% α +8.9 pp vs S&P 500 · USD
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!
Since publication V +11.9% α +12.8 pp vs S&P 500 · USD
Substack · Club de inversión: Entre Acciones🪐✨ · Club: Entre Acciones🪐✨
Resultados Q3 2026– Visa $V
Un espacio pensado para quienes ya invierten en acciones y quieren profundizar, compartir ideas y rodearse de gente que habla el mismo idioma.
Since publication +9.1% α +9.5 pp vs S&P 500 · USD
- July 2026 1 entry
Substack · Bolsa Desde El Inicio · BolsaDesdeElInicio
💥 META SE DESPLOMA TRAS RESULTADOS, MICROSOFT ACELERA EL CRECIMIENTO Y VUELA, VISA
Seguimos en plena vorágine de presentación de resultados en Wall Street y esta semana nos ha dejado una lección magistral: el mercado es impulsivo a corto plazo, pero los números reales mandan a largo plazo.
Since publication V +10.3% α +7.1 pp vs S&P 500 · USD
- June 2026 1 entry
Substack · Hundal Earnings
Visa
A global payment network that monetizes transactional certainty rather than transaction volume.
Since publication +18.3% α +15.1 pp vs S&P 500 · USD
- April 2026 1 entry
Substack · TuDi's F.L.O.W. INVESTING Method · TuDi
Visa (V): From Watching to Actionable - What’s Still Missing
A disciplined look at owner’s earnings, valuation, and why the current price still lacks a clear margin of safety
Since publication +28.7% α +20.8 pp vs S&P 500 · USD
- March 2026 1 entry
Substack · Global Outperformers · Dede Eyesan
Visa Inc update
American Express enters the chat
Since publication V +30.8% α +17.5 pp vs S&P 500 · USD
- December 2025 1 entry
Institutional · eToro
Visa Looks for Momentum, Micron Surges on Earnings
Visa rallies on stablecoin optimism, while Micron pops on strong earnings. The Daily Breakdown dives into what’s moving markets. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning…
Since publication V +16.8% α +3.5 pp vs S&P 500 · USD
- October 2025 2 entries
Substack · Horizon
A $1.1B Freight Fintech, $422M Revenue,173,000 Carriers, 20% Growth Target. Is Triumph Financial Quietly Becoming the Visa of U.S. Trucking?
Triumph Financial is Building the Financial Infrastructure of U.S. Freight
Since publication V +18.6% α +6.4 pp vs S&P 500 · USD
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.
Since publication V +17.4% α +3.4 pp vs S&P 500 · USD
- May 2025 1 entry
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.
Since publication V +18.0% α −19.0 pp vs S&P 500 · USD
There are 3 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
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.