Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Visa Inc. (V): A Bull Case Theory

We came across a bullish thesis on Visa Inc. (V) on Substack by Margin of Sanity. In this article, we will summarize the bulls’ thesis on V. Visa Inc. (V)'s share was trading at $365.12 as of May 16th. V’s trailing and forward P/E were 36.70 and 32.26 respectively according to Yahoo Finance.

Visa represents one of the most reliable compounders in a long-term portfolio, earning its position at the top due to a combination of consistency, high profitability, and structural dominance. Since 2020, the stock has been steadily accumulated during dips in valuation, particularly when its...