Pavel Krupnov

Investor
10
About
I invest in great businessess for the long-term.
Financial Services

L

LTV
Nov 5, 08:43
Is it Visa or Mastercard for you and why?
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Pavel Krupnov
Nov 5, 13:01
Investor
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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