What If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.
Mohnish Pabrai’s 69 quarterly filings are rebuilt into a never-sell portfolio, including Horsehead, Berkshire, Alphabet, Ferrari and…
NYSE
MA
10 stories
$545B Market cap · 2026-10-22
Mohnish Pabrai’s 69 quarterly filings are rebuilt into a never-sell portfolio, including Horsehead, Berkshire, Alphabet, Ferrari and…
Mastercard’s VASS segment reached roughly 40% of net revenue and grew 20%, while AI, digital-wallet and stablecoin partnerships expand its…
MA · long Mastercard trades near $495, about 18% below its $602 52-week high, framing a favorable long risk-reward case.
Pershing Square $PS announced earnings this evening in advance of our call tomorrow at 9am ET and our Spaces on @X which will follow the call. Please read our letter in advance of the call which explains the quarter and provides updates on the portfolio and six new positions in $NFLX, $V, $MA, $ICE, $ALC, and $SPGI https://t.co/Bcb1FgjjgE
Visa and Mastercard have absorbed digital wallets and BNPL into their networks, using global merchant acceptance to turn supposed…
Mastercard targets mid-teens EPS growth through 2027 as Capital One debit migration ends, arguing AI strengthens rather than…
Mastercard $MA ~27% cagr / 120 bagger including dividends since 2006. Nearly all news coverage leading up to the IPO was negative. https://t.co/WS8EI2oHSA
Visa and Mastercard meet 15% five-year IRR targets at 25x and 26x 2026 earnings, while American Express needs a wider margin for…
Visa and Mastercard meet a 15% five-year IRR target at 25x and 26x 2026 earnings, while American Express needs more margin for…
Mastercard added $2.6 billion of revenue from 2005 to 2010 while expenses rose only $0.3 billion, illustrating how extreme operating…
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