Should You Hold Visa (V) for the Long Term?

Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its second quarter 2024 investor letter. A copy of the same can be downloaded here. There was a sharp increase in the stock market from mid-October 2023 through March 2024. Mega cap technology and growth stocks were the leading sectors while the strength was broader as the Energy, Financials, Healthcare, and Industrial sectors outperformed. A general sense of...