What Makes Visa (V) a Long-Term Holding?

Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here. In 2024, Portfolio’s Class A (Unhedged) returned 22.9% after fees compared to 29.8% return for the benchmark. The fund’s Class C (Hedged) returned -12.3% compared to a 19.7% return for the benchmark. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

In its fourth quarter 2024 investor letter, Aoris Investment Management emphasized stocks such as Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a payment technology company. The one-month return of Visa Inc. (NYSE:V) was 10.70%, and its shares gained 27.01% of their value over the last 52 weeks. On February 14, 2025, Visa Inc. (NYSE:V) stock closed at $353.81 per share with a market capitalization of $682.503 billion.

Aoris Investment Management stated the following regarding Visa Inc. (NYSE:V) in its Q4 2024 investor letter:

“Visa Inc. (NYSE:V) is the world’s largest payment services company. We’ve been impressed by the way in which Visa has made consumer payments easier, faster and more secure over time, as many of us experience when we use a smartphone or watch to pay for our morning coffee or commute, or benefit from the rapid and frictionless process at the Amazon checkout. By making consumer and business payments easier, faster and more secure, we expect Visa will benefit from growing usage of its payments network for many years to come.”

Is Visa Inc. (V) the Best Blue Chip Stock to Buy for 2025?

A close-up of a credit card being swiped on a payment terminal, reflecting the company’s payments technology.

Visa Inc. (NYSE:V) is in 6th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 165 hedge fund portfolios held Visa Inc. (NYSE:V) at the end of the third quarter which was 163 in the previous quarter. Visa Inc. (NYSE:V) had a strong start to our fiscal year 2025 with $9.5 billion in net revenue, up 10% year-over-year, and a 14% increase in EPS. While we acknowledge the potential of Visa Inc. (NYSE:V) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

In another article we discussed Visa Inc. (NYSE:V) and shared the list of the best GARP stocks that pay dividends. In addition, please check out our hedge fund investor letters Q3 2024 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.