V - Visa Inc.

Listed among 18 stocks near intrinsic value with potential for 9%+ returns over 10 years. No detailed analysis provided.

Christoph views Visa and as essentially identical to Mastercard in terms of business model, stock price correlation, and risk/reward. He notes that legendary investors like Chris Hohn are aggressively buying Visa's dip, and that Visa's stock is similarly undervalued. He references Visa's strong earnings report and margin expansion to 64%.

Berkshire sold out of Visa, but Seth Klarman bought it. Two great investors going opposite directions. The host emphasizes you cannot blindly follow either.

Placed in the same basket as Mastercard with very similar characteristics: 15% revenue growth, spectacular margins, aggressive buybacks, duopoly market position. Both are cheap at current valuations. Visa was at all-time highs in June 2025 and has since sold off due to sentiment, not fundamentals.

Cited as a low-capex, wide-moat business that Chris Hohn is rotating into. Has zero capex and regulatory/physical moats. Represents the type of asset-light investment the creator prefers.

The speaker lists Visa as a quality company that is on sale, implying it is undervalued and a good opportunity.

Akre trimmed the position. Long-term winner that is 'no longer winning.' Being reduced to fund software purchases.

Hohn is aggressively buying the dip as the stock declines due to stablecoin fears, international payment regulations, and US swipe fee proposals. Despite these concerns, Visa reported 17% revenue growth (fastest in 5 years), is asset-light, does massive buybacks, and trades at a forward P/E of 25. The host also personally owns MasterCard and shares this bullish view.

Chris Hohn has been aggressively buying Visa as the stock declined, increasing his position by 50% two quarters ago and adding more recently. Visa is now 20% of his US portfolio. The host cites 17% revenue growth (fastest in 5 years), massive buybacks, asset-light model, and forward P/E of 25 as reasons it's cheap. Stablecoin and regulatory concerns are overblown.

Spectacular A+ quarter with 17% revenue growth (fastest since 2017), 20% EPS growth, record $8 billion buyback, raised guidance, and 60% operating margins. DCF analysis shows 24-48% undervaluation with potential 15-19% annual returns. Forward P/FCF of ~22 is below historical median of 25.