$V

2 theses

bullish 50%neutral 0%bearish 50%

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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 10, 4:31 PM ET

$Vr/wallstreetbetsDDbearish

u/Evening_Butterfly247 · 46h ago1 prior · awaiting results

Short 200 shares of V

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

Visa faces structural decline as alternative payment ecosystems (CBDCs, sovereign rails, UnionPay, UPI) shift transaction volume away from private card networks. The geopolitical moat protecting Visa's unipolar dominance is eroding in a multipolar world where states are building parallel infrastructure independent of American financial infrastructure.

At post $367.39Now $367.21-0.1% since postedas of Sep 10, 4:31 PM ET

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$Vr/ValueInvestingStock Analysisbullish

u/Flimsy_Marsupial_445 · 46d ago4 prior · awaiting results

5 companies I'll be adding to in 2026

Visa is a wonderful company with a massive moat trading at a good price, with strong fundamentals and growth vectors from global spending expansion and cash-to-digital conversion; fears of disruption are overblown.

Now $367.21as of Sep 10, 4:31 PM ET

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End of results.