Visa: The 2025 Investment Thesis And Key Debates Entering The New Year

Investment Strategy - The investment strategy focuses on companies with perfect qualitative attributes, buying them at attractive prices based on fundamentals, and holding them indefinitely [1] - The portfolio is concentrated, aiming to avoid losers and maximize exposure to big winners, often rating great companies as 'Hold' if their growth opportunity is below the threshold or downside risk is too high [1] - Articles covering such companies are published approximately 3 times per week, with extensive quarterly follow-ups and constant updates [1] Analyst Background - The analyst is an MBA graduate with an L.L.B in law and works as a financial analyst at a large pension fund [1] Disclosure - The analyst has a beneficial long position in the shares of V through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not receiving compensation for it other than from Seeking Alpha [2] - There is no business relationship with any company whose stock is mentioned in the article [2]