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$MA

2 theses
bullish 50%neutral 0%bearish 50%
Avg return (3m)
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Win rate (3m)
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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 15, 4:30 PM ET
$MAr/wallstreetbetsDDbearish
u/Evening_Butterfly247 · 7d ago1 prior · awaiting results
Short 100 shares of MA

The Visa/Mastercard Death Thesis: How the Middlemen Get Middlemanned

Mastercard's moat is collapsing as sovereign CBDCs, state-backed payment rails (digital euro, CIPS, UPI, Pix), and dedollarization efforts render the duopoly obsolete. Governments are nationalizing payment infrastructure to escape American financial hegemony and geopolitical capture, eliminating the interchange fee extraction that powered MA's business model.

At post $567.50Now $573.27+1.0% since postedas of Sep 15, 4:30 PM ET
1d-0.4%
3d+0.3%
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original post →
$MAr/ValueInvestingDiscussionbullish
u/FieryXJoe · 249d ago2 prior · awaiting results

Trump announces he will cap credit card APY at 10%.

Mastercard will face near-term downturn from APY caps reducing partner bank margins and network activity, but the author identifies it as an undervalued entry point before subsequent recovery.

Now $573.27as of Sep 15, 4:30 PM ET
original post →

End of results.