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Visa

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 10, 2025 by Art Levy · said 4 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Art Levy (4)

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2025 4 mentions in 1 episode

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Everything said about Visa, oldest first

Jul 10, 2025 positive
Assertion Supported
Capital One's Discover acquisition creates the largest US credit card issuer
“The first one that comes to mind is Capital One and Discover. Huge deal. This is not a tuck in. This like materially changes their whole business model. And the reason is because it creates the largest credit card issuer by loan volume, because it allows Capit…”
Art Levy Jul 10, 2025 ▶ 34:00 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Jul 10, 2025 neutral
Assertion Supported
Levy: Total US commercial corporate card spend is $2 trillion annually
“There's about two trillion dollars of us commercial corporate card spent. And so what that represents is the top 100 issuing banks on MasterCard and Visa plus Amex commercial card volume is around two trillion a year.”
Art Levy Jul 10, 2025 ▶ 1:11:02 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
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