Visa Has Another Boring Quarter
Jul 24, 2024
Visa is so predictable it's almost boring - a great thing in investing! Revenues were up about 10%, with a stable 7% growth in payments volume, 14% in cross border, and 10% growth in transactions. I see little reason to modify the valuation model. The fair value ticks up a couple dollars to $329.
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Watch List
| WDAY | -10.46% |
| SNOW | 46.60% |
| ENLT | -5.10% |
| WEAV | -18.55% |
| SE | 42.66% |
| SPSC | 18.11% |
| RDDT | 5.85% |
| APPF | 5.77% |
| CMG | 38.14% |
| INTU | 45.06% |
| PSTG | 16.61% |
| VEEV | 42.37% |
| NTNX | 40.46% |
| CRWD | 109.50% |
vs. Fair Value Estimates
Buy List
| TBBB | -27.65% |
| SEMR | -34.13% |
| TSM | -29.34% |
| ZETA | -34.55% |
| GOOG | -46.62% |
| HRMY | -53.99% |
| GLBE | -30.22% |
| YOU | -36.86% |
| ABNB | -27.89% |
| ADBE | -35.71% |
vs. Fair Value Estimates
Hold List
| PINS | -21.37% |
| ASML | -14.91% |
| VTEX | 2.56% |
| NYAX | -21.61% |
| MSFT | -16.75% |
| ODD | 9.58% |
| ASR | -23.74% |
| FLYW | -18.90% |
| CELH | 17.23% |
| TOST | 40.80% |
| CPNG | 5.25% |
| HIMS | 32.66% |
| PAYC | -2.78% |
| MNDY | 23.71% |
| ZS | 54.06% |
| V | -0.17% |
| ADSK | 7.61% |
| NOW | 22.61% |
| MELI | -23.86% |
| FTNT | 1.03% |
| TEAM | -12.10% |
vs. Fair Value Estimates