Mastercard

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 11, 2019 by Tom Russo · said 31 times in 14 episodes since 2019 · across every show →

Mentions by year

brought up most by Tom Russo (6), Ash Williams (5), Ryan Batchelor (4), Ted Seides (2), Mike Novogratz (2), Matt Breitfelder (2), Jim Falbe (2), Anthony Scaramucci (2)

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002244201920202021202220232024episodesmentions per episode
2024 3 mentions in 3 episodes 1 per episode
2023 7 mentions in 4 episodes 2 per episode
2022 1 mention in 1 episode
2021 5 mentions in 2 episodes 3 per episode
2019 15 mentions in 4 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Mastercard, oldest first

Mar 11, 2019 neutral
Disclosure
Russo: Firm avoids direct crypto and cannabis, gaining indirect exposure instead
“I probably won't make an investment in either of those, though our portfolio companies, whether it's MasterCard using blockchain technology, Or Wells Fargo using blockchain technology. Our portfolio companies will be involved.”
Tom Russo Mar 11, 2019 ▶ 12:31 Thomas Russo – All About Google (Capital Allocators, EP.90)
Sep 16, 2021 positive
Assertion Not publicly verifiable
Batchelor was one of two analysts to rate Mastercard IPO a buy
“So in 2007, the first time Morningstar had actually done a pre IPO analysis of a company was Mastercard. And I was pegged to cover Mastercard before there was any price on the stock. Morningstar usually had publicly available prices. So this was a first buildi…”
Ryan Batchelor Sep 16, 2021 ▶ 23:13 Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
Jun 8, 2023 bullish
Prediction Not checkable as stated
Falbe: Visa, MasterCard, MarketAxess, and Tradeweb have 30-year protected growth moats
“So you think of like Visa or a MasterCard or Market access or trade web or something. These companies are, it's gonna be 30 years where they're gonna continue growing, and that growth, it's all inside the moat.”
Jim Falbe Jun 8, 2023 ▶ 34:58 Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
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