$MA · Joseph Carlson After Hours · 2026-10-29
他最大的持仓 Mastercard 表现极为出色：股价处于历史新高，今年上涨 13%，五年上涨 91%，利润数据一如既往地大幅超预期。悲观者担心巴西的 BEX 或政府支付系统会取代银行卡，这种担忧是错误的；Mastercard 与 Visa 和 American Express 一同持续增长。
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万事达卡，这是我的一个巨大持仓，它公布了财报，
Mastercard, which is a huge holding of mine, which announced its earnings,
还有万事达卡，它上涨了4%。这是我的最大持仓，所以它多值了8700美元。
And we have Mastercard, which rose by 4%. It's my largest holding, so it's worth $8,700 more.
万事达卡的股价在今年年中极低。但现在它处于历史最高水平。
Mastercard's stock was extremely low in the middle of this year. But now it is at its highest level ever.
我想从无聊的公司万事达卡说起。总是那些无聊的公司，那些不太受媒体关注的公司，在市场上取得出色的成功。这些是价值大幅增长的公司。我们这里有万事达卡。我最无聊的资产，现在已经成为我最大的仓位。
一个价值212000美元的持仓，盈利65000美元，股价表现非常出色。事实上，万事达卡现在处于历史最高水平。该股今年上涨了13%。过去五年里，它上涨了91%，今天达到历史最高水平。
他们像往常一样大幅超越了利润数字。万事达卡的表现非常出色。除了业务照常进行、悲观者的预测实际上并未成真之外，这里没什么可多说的。
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 .
悲观的观点是，由于巴西存在“BEX”系统，或者由于政府推出了所有这些不同的支付系统，投资者说服自己相信这些系统会消灭信用卡，但实际上它们不会。万事达卡继续与Visa和美国运通一起增长。这些公司的表现绝对出色。
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.
这个频道对 $MA 的历次判断
Joseph Carlson After Hours 在这只股票上共 5 条判断，这里只列相邻的几条。