Michael McCloskey - His journey to become a value investor, Visa and the whole credit cards industry
The Education of a Value Investor
Is Visa a Network of Network Potential Threats?
Visa talks about I know visa better than I know mastercard they talk about being a network of network potential threats. If you go to companies like by now pay later or off to pay or if you also go to a company that a member of value x has talked about card litics. They're going to continue to play to their strength which is we have this powerful network and most potential threats. And then add to what you're doing and you can add to what I'm doing.
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