Short Blog

Visa held their Investor Day last week on Feb 20, and I encourage everyone to read through the presentations. Most of you know my strong network bias, V/MA are my top personal holdings. I’m not a financial analyst; my investment hypothesis rests on the strategic need for card networks and their sustainable advantage in meeting those needs. 

Let me provide my top 7 reasons why I am so firmly behind the networks, with references to investor day content and my previous blogs.