Visa: A Rare Discount On A World Class Compounder

2026-04-01 12:31:32 ET

Visa ( V ) is one of my favourite holdings, a company I’ve been long since 2016. While I’m a buy and hold kind of investor, I can say that V would be one of the very last holdings I would liquidate if I had to raise cash, it’s a forever company in my book and one I plan to add to in broader market drawbacks or whenever the opportunity presents itself as the market misprices the stock. I’m saying this as I have a strong belief this company is riding the wave of a massive growth opportunity related to the global payment ecosystem transitioning from primarily cash to digital....

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