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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We have owned Mastercard on and off since inception. We re-initiated the...
— LVS Advisory Defensive
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Other investors who've written on Mastercard Incorporated
Visa and Mastercard shares increased by 5% and 8% during the third quarter and 12% and 13%, respectively, year-to-date from our average acquisition prices. Both companies reported...
Mastercard ($MA) operates one of the world's primary global payment rails, processing card and electronic transactions between issuing banks, merchants, and acquiring institutions worldwide. The fund maintains...
Mastercard has spent 2026 under investor pressure based on their belief in a future that hasn’t arrived. Investors fear that...
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LVS invested in DCP Midstream following Phillips 66's non-binding offer to acquire the remaining minority shares, recognizing it as a strategic asset with limited downside. The transaction successfully...
LVS exited Adobe due to significant capital allocation concerns surrounding its highly dilutive, expensive acquisition of Figma. The stock's AI-driven...