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Let's Analyze: Visa Inc. (V)
Oct 05, 2021

Overview: Visa Inc. (V) is the largest payment processor in the world. In fiscal 2020, it processed almost $9 trillion in purchase transactions. Visa operates in over 200 countries and processes transactions in over 160 currencies. Its systems are capable of processing over 65,000 transactions...

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How to Prepare Your Portfolio for the Collapse of Evergrande
Sep 16, 2021

I've had a lot of people ask about Evergrande lately. The company is the second largest real estate developers in China. It's worth over $500 billion and its debts account for 2% of China's GDP. It's also the most debt-saddled property developer in the world...

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A High-Conviction Play on Surging Global Data Demand
Aug 16, 2021

Back in the summer of 2017, I was sitting across a long wooden table from one of Zurich's leading independent wealth advisors. Over his back shoulder, the sun was shining on Lake Zurich, with a mix of modern and medieval buildings dotting the shoreline. I'd...

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Consider Buying Shares in One of the World’s Best Businesses
Aug 03, 2021

As we covered yesterday, Square (SQ) acquired Australian buy-now-pay-later (BNPL) company AfterPay (AFTPY) for $29 billion. Let's look at an example of how BNPL works: A customer decides to buy a pair of shoes for $100 Instead of paying $100 upfront, BNPL companies allows the...

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Let's Analyze: Twilio Inc. (TWLO)
Aug 01, 2021

Overview: Twilio Inc. (TWLO) provides a cloud-based communications platform that enables businesses to embed messaging, voice, video, and authentication capabilities directly into their software applications. The company's platform allows developers to build and manage applications without the complexity of creating and maintaining underlying infrastructure. Bulls...

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