Q&A
At the end of 2024 and beginning of 2025 it was Visa for me, primarily due to relative cheaper valuation. In addition I believe its Network of Networks strategy is attractive on a long-term basis.
However, given current 33-37 p/e I think it is a bit stretched for both, unless your time horizon in ...
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Looking back 5-7 years when MA was at 250-300 per share I did not add as I thought 35 p/e was pretty high. In hidsight, that was a mistake.
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Well, I guess that`s why it is called hindsight bias)
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M