Motley Fool Money Don't Bet Against Behemoths
Dec 28, 2022
Jason Moser, a senior analyst at Motley Fool, dives into the complex world of financial technologies. He discusses how Visa and Mastercard are adapting amidst the crypto buzz and ongoing competition. Moser emphasizes the importance of fortress balance sheets in 2023, underscoring their value in uncertain times. He also highlights resilient giants like Microsoft and Apple, suggesting they remain strong investment choices due to steady demand and robust financial health.
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Incorrect Disruption Prediction
- Billionaire Chamath Palihapitiya predicted Visa and Mastercard's failure in 2022 due to altcoins.
- However, both companies outperformed the market, highlighting the difficulty of disruption.
Established Companies Adapt
- Established companies like Visa and Mastercard actively monitor competitive threats and opportunities.
- Their substantial transaction volumes demonstrate resilience against disruption.
Invest in Behemoths
- Consider large companies with strong balance sheets, like Microsoft, Apple, and Alphabet, for investment.
- These companies are better positioned to weather market downturns.