Sometimes, your ten best ideas are the ones worth holding for life. Here are 10 unstoppable compounders you can add to your portfolio—and never look back.
I haven’t dived deep enough into the business to make a clear cut statement on this.
On first sight, Kaspi look excellent as well. Their payments, marketplace, and fintech revenue is growing high rates. Their take rate, TPV, and active users as well.
Overall a strong business for as far as I’ve looked into it.
Definitely worth keeping an eye on out. Their very similar and it wouldn’t surprise me if Kaspi will dominate its respective country and neighboring countries.
Fair question! This boils down to personal preference. Visa and Mastercard are both fantastic companies. Visa excels in some areas, and Mastercard excels in others. Both would be solid picks! Next time I'll bundle those two for simplicity, haha.
How do you see Kaspi ($KSPI) comparing to Mercado?
I haven’t dived deep enough into the business to make a clear cut statement on this.
On first sight, Kaspi look excellent as well. Their payments, marketplace, and fintech revenue is growing high rates. Their take rate, TPV, and active users as well.
Overall a strong business for as far as I’ve looked into it.
Definitely worth keeping an eye on out. Their very similar and it wouldn’t surprise me if Kaspi will dominate its respective country and neighboring countries.
Nice list man!
I appreciate it, brother!
This was a great right up. My question is why single out $V when $MA has more global exposure?
No need to bundle as I was just curious if you unearthed something I wasn’t aware of. To your point they are both excellent holdings.
Fair question! This boils down to personal preference. Visa and Mastercard are both fantastic companies. Visa excels in some areas, and Mastercard excels in others. Both would be solid picks! Next time I'll bundle those two for simplicity, haha.
Nice list! Some of them seem overvalued forever.
A wonderful list, yes! Most are, yes. It is up to us to decide what premium we deem worth it for the company. 😄