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Visa Inc. (V): A Bull Case Theory 

We came across a bullish thesis on Visa Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on V. Visa Inc.'s share was trading at $330.39 as of December 1st. V’s trailing and forward P/E were 32.79 and 26.11 respectively according to Yahoo Finance.

Visa Inc. reported robust Q4 and full-year FY2025 results on October 28, reinforcing its reputation as a stable compounder in the global payments ecosystem. Despite a $899 million litigation provision, non-GAAP operating expenses rose just 8%, below revenue growth of 10%, underscoring...