TIP281: Intrinsic Value Assessment of Mastercard w/ Sean Stannard-Stockton (Investing Podcast)
We Study Billionaires - The Investor’s Podcast Network
00:00
Mastercard's Intrinsic Value and Market Position
This chapter explores the compelling investment potential of Mastercard, highlighting its substantial revenue growth and unique business model in the payments sector. It discusses the operational dynamics between Mastercard and Visa, the challenges faced by new competitors, and how innovations like Apple Pay leverage existing infrastructures. The speakers emphasize Mastercard's ability to generate significant cash flow while maintaining high profit margins and the ongoing growth opportunities in both developed and emerging markets.
Transcript
Play full episode
