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V

V

6 tracked calls · 3 long · 3 short · last 90d: 2L/3S
first called by We Study Billionaires 3mo ago
IN TRACKED PORTFOLIOS
Warren BuffettSELL
VVSHORT4d ago
“Look at Visa high time frame. Visa. Holy shit. Why? Wow. What about MasterCard? Same. Did I wish we could buy Stripe? I saw this thing about Stripe revenue is like handling because of AI... visa and t”
ThreadGuy

Visa is bleeding its payment dominance to AI-powered rivals like Stripe, forcing the legacy giant to slash 2,600 jobs as its high-timeframe chart breaks down.

VVSHORT@ $370.48
$371.87-0.38%
since call Jul 27
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VVLONG1w ago
“I've mentioned Visa before. Yes, somebody might show up and take it over. I doubt it. The moat has been working forever and I think it'd be almost impossible to replace it.”
Wealthion

Visa operates an indestructible monopoly on global spending by controlling 52.2% of the credit card market and easily blocking any new competitors.

VVLONG@ $359.34
$371.87+3.49%
since call Jul 24
peak +4.9%
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VVSHORT1w ago
“you are creating a competitor to Visa and Mastercard because you now have upwards of 6 or 700 million accounts... Stripe gets access to an ultra-lowcost set of payment rails literally like to zero bri”
All-In Podcast

A massive 700 million account merger between Stripe, Block, and PayPal threatens to bypass Visa entirely by building a zero-cost global payment network.

VVSHORT@ $360.30
$371.87-3.21%
since call Jul 18
peak +0.8%
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VVSHORT3w ago
“JP Morgan, Bank of America, Wells Fargo, PNC, and other big banks are reportedly exploring a deal to buy a Fiserv debit card network... who loses if this goes through? It's probably the merchants, Vis”
TBPN

Major banks are hijacking Visa's payment rails by buying up Fiserv networks to capture more fees from millions of cardholders.

VVSHORT@ $356.44
$371.87-4.33%
since call Jul 7
peak +0.9%
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VVLONG1mo ago
“I'll just reflag my views on the payment space. It's a brutal space where competition is intense, and the only impregnable franchises are Visa and Mastercard.”
The Real Eisman Playbook · Steve Eisman

Visa stays an impregnable franchise in a brutal payments space where rivals lose share

VVLONG@ $321.67
$371.87+15.61%
since call Jun 18
peak +15.6%
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VVLONG3mo ago
“I, I think it's much more likely that the dominant players in the payment space will utilize stablecoins themselves instead of being threatened by it.”
We Study Billionaires · Daniel Mahncke

Card incumbents absorb stablecoins as a settlement layer rather than being disrupted, so the fear-driven discount on Visa unwinds.

VVLONG@ $300.84
$371.87+23.61%
since call Apr 9
peak +23.6%
Trade on Robinhood →