$V

3 theses

bullish 67%neutral 0%bearish 33%

Avg return (3m)

-0.2%

Win rate (3m)

50% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

$Vr/wallstreetbetsDDbearish

u/Evening_Butterfly247 · 55d ago1 prior · awaiting results

Short 200 shares of V

The Visa/Mastercard Death Thesis: How the Middlemen Get Middlemanned

Visa faces structural decline as alternative payment ecosystems (CBDCs, sovereign rails, UnionPay, UPI) shift transaction volume away from private card networks. The geopolitical moat protecting Visa's unipolar dominance is eroding in a multipolar world where states are building parallel infrastructure independent of American financial infrastructure.

At post $367.39live price unavailable

1d-0.0%

3d+0.8%

1w+1.0%

1m+4.9%

3m—

6m—

1y—

original post →

$Vr/ValueInvestingStock Analysisbullish

u/Flimsy_Marsupial_445 · 98d ago4 prior · 60% at 3mo

5 companies I'll be adding to in 2026

Visa is a wonderful company with a massive moat trading at a good price, with strong fundamentals and growth vectors from global spending expansion and cash-to-digital conversion; fears of disruption are overblown.

At post $361.86live price unavailable

1d+1.1%

3d+1.0%

1w+0.9%

1m+6.1%

3m+11.3%

6m—

1y—

original post →

$Vr/ValueInvestingDiscussionbullish

u/FieryXJoe · 297d ago2 prior · awaiting results

Trump announces he will cap credit card APY at 10%.

Visa will experience short-term selloff due to credit card APY caps reducing partner bank profitability and network traffic, creating a buying opportunity before recovery. The author views this as a secondary impact play with attractive entry pricing.

At post $347.68live price unavailable

1d—

3d-1.9%

1w-6.1%

1m-5.2%

3m-11.7%

6m-0.2%

1y—

original post →

End of results.