MasterCard's Competitive Landscape

This chapter examines the dominance of MasterCard and Visa in mature payment markets, emphasizing the challenges posed by emerging competitors in undeveloped regions like India. It also explores the network effects in digital payments, particularly contrasting MasterCard with popular Asian platforms such as Alipay and WeChat Pay.

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On today’s show we talk to Sean Stannard-Stockton about the intrinsic value of Mastercard (MA)

IN THIS EPISODE, YOU'LL LEARN:

What is the intrinsic value of Mastercard?
How Apple has validated that Mastercard is the payment method of the future.
Why Fintech is not disrupting Mastercard but accelerating its growth.
The risks of investing in Mastercard.
How to understand networking effects in business.
Ask the Investors: How many stocks should a beginning investor own?

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Sean Stannard-Stockton’s company, Ensemble Capital.
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