Total Ideas
2
Bullish Ideas
2 (100%)
Bearish Ideas
0 (0%)
Recent Activity
1

"Right now, it's at $526. I am buying Mastercard. I'm going to buy another $10,000 of it. In fact, I have money being transferred into the brokerage today. I'll probably execute the buy tomorrow and then I'm going to be transferring another $10,000 in, buying another $10,000 of this company. and I don't mind building this position bigger and bigger because right now I believe it's one of the best riskadjusted companies in the market."
The speaker explicitly calls for buying more Mastercard shares, citing the company's evolving business model, strong value added services, and attractive current valuation as key reasons, despite it being overlooked by the market.

"Looking at valuation on my DCF basis, Mastercard looks uh slightly undervalued at a market price of 548 compared to the intrinsic value of 591."
The speaker provides a valuation commentary on Mastercard, noting that, based on his DCF analysis, the stock appears slightly undervalued, which suggests potential modest upside.
Sentiment