V
VISA Inc.
stock NYSE

I’ve been DCA every market day into $V (VISA) for all the reasons you mentioned!

Is it interesting that V and MA are death crossed and trending down while consumers are suffering offering a short potential? Or is that as dumb as it sounds?

Ever heard of V shaped reversal?

A coverup of a cannibal pedophile ring isn't enough to galvanize Americans to stop watching T.V.
The world is fucked.

Apple Pay, Google Pay, PayPal all settle thru V/MA. You can’t just rebuild that infra.. The Brazil Pix comparison doesn’t touch cross-border transactions which is where V/MA earn their highest margins. A forward P/E of 24-26 for two compounders growing earnings at double digits with aggressive buybacks? I’m takin that any day of the week

I find it's hard to time the bottom of the V. Oh nvm, wrong V :P

The trick is to celebrate V Day on a different day when they don't gouge you or it's impossible to get a reservation.
Or even better, be a gigachad and cook her something amazing.

I get it. A lot of basic "buy the dip posts." Here it's more about finding the diamond in the rough, so obvious picks just don't scratch the itch.
Still liking NTDOY and BULL. Bought NTDOY, actually. I also still think MA/V present an interesting value opportunity despite Europe's moves. And BRK/B is also a fair value, out of the mega caps with long term upside I think I like their chances best. I've never really been a bull on MSFT but I have stated before that what they are doing with Project Silica is promising.

I hope the market V's and you experience financial ruin.

I don't want to. I talk about my port IRL. But if I develop a real rapport with you and can trust you maybe I will disclose more.
But I'll happily give you my positions which is quite boring. 80% VOO.
Rest individual positions JPM, V, META, NVDA, AMZN, AAPL, NFLX, GOOGL, WMT, BRK, COST, AXP, MS. Very small RDDT, 🌽,UNH less than 1%.

AI girlfriends and boyfriends going to be outputting alot of tokens on V day

I didn’t. I said the growth is similar (although larger for V/MA). If a stock grows its revenue at 15% that usually leads to a larger then 15% upside. It’s usually non linear.

FL.V is my lithium play of choice.
Ontario's 1P1P golden child. With Carney backing EVs big time, I think it's a no brainer. And at 200m mcap, tons of room to grow. Future 10 banger.

So it’s alentine’s ay without the V & D.

# TO ALL MY CHAD BOLZ: HAPPY "V" DAY

https://www.reuters.com/world/americas/instant-payment-system-pix-poised-capture-half-brazils-e-commerce-market-by-2028-2026-02-10/
Betting on V/MA is betting on US maintaining long term dominance. I don’t think this is a safe bet. Brazil in only a few years already surpassed credit card transactions with their own Pix system which is free and instant

My favourite right now is LOVE.V, it's a simple company to understand - they grow and sell weed and products related to it. Most cannabis companies are trash but this one is a gem I've been holding for a bit over a year. Ive been burned in the past through accounting trickery with cannabis related companies but the probability this one is doing the same is low. My portfolio allocation is around 1% here.

[https://valuecheck.io/analyze/V](https://valuecheck.io/analyze/V)
[https://valuecheck.io/analyze/MA](https://valuecheck.io/analyze/MA)
I'd be inclined to agree. The share buyback program is huge at this price. I honestly do not see V and MA sitting by and letting competition take over. They already charge extremely low fees that no one can beat. If a competitor comes in, its because of geopolitical reasons, not because of competitive advantage. Definitely something to look out for though, it's not completely out of the realm of possibility that the EU uses this as a diplomatic move in trade talks.

I would need to do more heavy duty research into the EU situation, but surface level, it looks like a great buy.

Happy V day for Saylor moon

Consumer spending has been increasing above trend since Covid. V/MA grow mostly with consumer spending plus cross border (travel) and overall growth in credit/debit use. It’s likely they will trade mid teens multiple with deflation + recession in the next year