AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Importance of Valuation in the Digital Economy
Visa and MasterCard in particular, I've been wrong. I thought they'd been really expensive for a long time. But something happened the other day where Amazon is going to stop accepting them. You can lose a lot of money just throwing darts at good businesses in inflationary sectors. The price there plus the regulatory concerns not something that's in the portfolio.