Joseph Carlson After Hours on $MA (Oct 29, 2026)
Mastercard, his largest holding, is performing brilliantly: at an all-time high, up 13% this year and 91% over five years, with profit figures smashed as usual. Pessimists' fears that Brazil's BEX or government payment systems would eliminate cards are wrong; Mastercard keeps growing alongside Visa and American Express.
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Mastercard, which is a huge holding of mine, which announced its earnings,
And we have Mastercard, which rose by 4%. It's my largest holding, so it's worth $8,700 more.
Mastercard's stock was extremely low in the middle of this year. But now it is at its highest level ever.
I want to start with the boring company , Mastercard. It is always the boring companies, those that do not receive much media attention , that achieve outstanding successes in the market .
These are the companies whose value increases significantly . We have Mastercard here. My most boring asset , which has now become my largest financial center. A position worth $212,000, with a profit of $65,000, and the stock is performing brilliantly.
In fact, Mastercard is now at its highest level ever. The stock has risen 13% this year. In the past five years, it has risen by 91% to reach its highest level ever today. They smashed their profit figures as usual.
Mastercard's performance was outstanding . There isn't much to say here other than the fact that business is proceeding as usual, and the pessimists' predictions have not actually come true .
The pessimistic view is that with the existence of the "BEX" system in Brazil, or with the existence of all these different payment systems by governments, investors have convinced themselves that these systems will eliminate credit cards, but in reality they will not .
Mastercard continues to grow alongside Visa and American Express. The performance of these companies is absolutely outstanding.
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Joseph Carlson After Hours has 5 calls on this stock; only the adjacent ones are shown.