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Everything is Up This Year (EP.319)

Animal Spirits Podcast

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MasterCard's Business Fundamentals Versus a Stock Price

After our talk yesterday, we have a talking book coming out next week with John Neff from Akri Capital Management. They're a concentrated portfolio of like 18 stocks and their biggest holding is MasterCard. And did his take of MasterCard's business fundamentals versus a stock price make you want to buy the stock after listening to that? I did buy the stock. You bought it yesterday? Well, listen, I mean, the stock looks like it's breaking out. So what can I say? All right. Start, but start a position.

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