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Visa Inc. (V): A Bull Case Theory

We came across a bullish thesis on Visa Inc. (V) on Johnson Equity Analysis’ Substack by Kyler Johnson. In this article we will summarize the bulls’ thesis on V. Visa Inc. (V) share was trading at $291.56 as of Sept 17th.

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Visa is a global leader in payment processing, generating $32.7 billion in 2023 by charging small fees for each card transaction. With a robust market share in the U.S., Visa dominates the debit and credit card space with 61.1% of the market, up from 53% in 2007....