2024-11-15
1 小时 31 分钟You're listening to tip.
On today's episode, my co host Kyle Grieve and I give an overview of our best quality stock idea for Q4 2024 this quarter we discuss MasterCard.
MasterCard is a well known company in.
The world of quality investors.
Since its IPO in 2006, the stock has compounded at north of 30% per year.
Alongside Visa, MasterCard operates in a duopolistic industry which enables them to continue to grow for long periods of time with little capital investment.
The company is also held in many super investor portfolios including Chuck Acre, Dev Contesaria, Warren Buffett, Francois Rochon, Guy Speer and Tom Russo, many of which have.
Been featured on our show.
During this episode, Kyle and I give an overview of mastercard's business model and what happens when we make an everyday Digital Payment, why MasterCard and Visa have one of the strongest moats in the world, why fintech companies aren't a threat to MasterCard and Visa, the potential risks investing in MasterCard and our thoughts on the valuation and why we sold our position in evolution AB, which we covered in Q1 of this year.
At the end of the episode, we also discuss the events we're hosting for our TIP Mastermind community in Omaha during the Berkshire Weekend in May of 2025.
With that, let's dive right into today's episode on MasterCard.
Celebrating 10 years and more than 150 million downloads.
You are listening to the Investors Pod Podcast Network.
Since 2014 we studied the financial markets and read the books that influence self made billionaires the most.
We keep you informed and prepared for the unexpected.
Now for your hosts Clay Fink and Kyle Grieve.
Welcome to the Investors Podcast.
I'm your host Clay Fink and today I'm joined by my co host Kyle Grieve for our quarterly Best Best Quality Idea series.
Kyle, thanks so much for joining me again here.
Happy to be here as always.