Michael McCloskey - His journey to become a value investor, Visa and the whole credit cards industry
The Education of a Value Investor
I've Never Owned Mastercard
Michael: I'm curious that the choice for you. was visa and Mars to card at the time, but then also, would you ever consider or did you consider American Express and or discovery. Yeah so full disclosure I own them x I don't know that as large. It's a more complicated business because of their clothes loop model and we don't have to get into the mechanics. And the lending it's it's a harder business to understand at least for me. Michael: Do you want to own something that that they're g bordering bordering on slot isn't that the line that Warren or Charlie's well what one of the stocks in there is?
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