Net 30 No More - An Open Letter To The Financial Payments Industry

Payments Industry Overview – Analysis Of Visa, MasterCard, American Express

Via Value Seeker: Investment Notes
There are no specific recommendations in this slide deck. Most of that is due to the current valuations of the companies mentioned, which I find none of which are “cheap”. There is some optionality for each company, and due to the attractiveness of some of the business models, as well as the economics, one can make the case that these businesses could each be worth more in the next 3 years +.


Photo by stevepb (Pixabay)

I am hopeful this presentation is helpful to those that read through it. Please reach out with any comments, good or bad, about this presentation, the industry, or the companies discussed.

Analysis Of Visa, MasterCard, American Express

Via Value Seeker: Investment Notes


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