Author Topic: V - Visa  (Read 84810 times)

LC

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Re: V - Visa
« Reply #270 on: January 13, 2020, 02:14:38 PM »
I like it. Happier that Visa got it vs. MC.

https://blog.plaid.com/plaid-and-visa/

"Lethargy bordering on sloth remains the cornerstone of our investment style."
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Liberty

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Re: V - Visa
« Reply #271 on: January 14, 2020, 08:02:48 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

WneverLOSE

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Re: V - Visa
« Reply #272 on: January 14, 2020, 10:09:05 AM »
If someone is familiar with what Plaid does I would really appreciate it if you can explain it to a layman like me.
I am interested to know why visa needed to buy it and couldn't build something to compete, do they have a network effect going on or is it already profitable enough to justify a 5B$ price tag.
 

LC

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Re: V - Visa
« Reply #273 on: January 14, 2020, 10:30:15 AM »
If someone is familiar with what Plaid does I would really appreciate it if you can explain it to a layman like me.
I am interested to know why visa needed to buy it and couldn't build something to compete, do they have a network effect going on or is it already profitable enough to justify a 5B$ price tag.
 
The link Liberty posted directly above is a good primer.
"Lethargy bordering on sloth remains the cornerstone of our investment style."
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akam| brk.b | goog | irm | lyv | net | nlsn | pm | ssd | t | tfsl | v | wfc | xom

LC

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"Lethargy bordering on sloth remains the cornerstone of our investment style."
----------------------------------------------------------------------------------------
akam| brk.b | goog | irm | lyv | net | nlsn | pm | ssd | t | tfsl | v | wfc | xom

fareastwarriors

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Re: V - Visa
« Reply #275 on: February 04, 2020, 08:20:50 AM »
Visa Is Planning the Biggest Changes to Swipe Fees in a Decade

Rates will be lower for some businesses, including real estate

Merchants pay more than $100 billion a year in such fees

https://www.bloomberg.com/news/articles/2020-02-04/visa-is-planning-the-biggest-changes-to-swipe-fees-in-a-decade?srnd=premium

Liberty

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Re: V - Visa
« Reply #276 on: February 11, 2020, 01:27:39 PM »
Good threads with highlights from Visa's investor day (only happens every three years):

https://twitter.com/CoreDentalDDS/status/1227207437394075648?s=20
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

LC

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Re: V - Visa
« Reply #277 on: February 11, 2020, 02:22:50 PM »
Thanks for posting.
"Lethargy bordering on sloth remains the cornerstone of our investment style."
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akam| brk.b | goog | irm | lyv | net | nlsn | pm | ssd | t | tfsl | v | wfc | xom

Liberty

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Re: V - Visa
« Reply #278 on: February 16, 2020, 12:18:13 PM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

fareastwarriors

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Re: V - Visa
« Reply #279 on: March 12, 2020, 01:41:17 PM »