Visa

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 12, 2025 by Kelly Granat · said 20 times in 15 episodes since 2025 · across every show →

Mentions by year

brought up most by Patrick O'Shaughnessy (18), William Hockey (1), Dan Loeb (1)

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0027.541520252026episodesmentions per episode
2026 13 mentions in 13 episodes 1 per episode
2025 7 mentions in 2 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Visa, oldest first

Mar 12, 2025 bullish
What-if
Granat: Lone Pine regrets selling Visa and MasterCard shortly after their IPOs
“I mean, we owned both those companies at their IPOs and had meaningful positions and, you know, with the benefit of hindsight, never should have sold.”
Kelly Granat Mar 12, 2025 ▶ 39:24 Kelly Granat - Investing At Lone Pine · Invest Like The Best
Oct 21, 2025 neutral
Insight
Atiyeh: US card fees fund consumer rewards, not Visa's cut
“A big misconception is that the reason payments are maybe more expensive than some merchants would like them to be online is because visa takes such a big cut. That's not true at all. One of the reasons that maybe payments, card payments might be a little bit …”
Karim Atiyeh Oct 21, 2025 ▶ 1:31:22 The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
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