Are Visa and Mastercard Untouchable?

An ‘amazing opportunity’ that you ‘can’t really acquire on the Australian market’. That’s how Magellan’s Dom Giuliano introduced Visa and Mastercard in what I thought was the best presentation of our Melbourne and Sydney roadshows. (Dom’s presentation starts about the 1hr mark of this video, his presentation of the payment network providers at 1:06). There are two companies set to benefit enormously from ‘a fundamental secular change that is occurring around the world’, Dom explained, and those two companies are Visa (NYSE:V) and Mastercard (NYSE:MA). The way that we spend money has transitioned over the last couple of decades,...

An ‘amazing opportunity’ that you ‘can’t really acquire on the Australian market’. That’s how Magellan’s Dom Giuliano introduced Visa and Mastercard in what I thought was the best presentation of our Melbourne and Sydney roadshows.

(Dom’s presentation starts about the 1hr mark of this video, his presentation of the payment network providers at 1:06).

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