Joseph Carlson After Hours发布 2026-09-28
《Google Has Fallen Behind》
$MA看涨
Mastercard 的高利润率支撑其估值，持续的区域增长支持继续持有该仓位。
接下来，我们来看Mastercard。19万美元的仓位现在盈利4.2万美元。我会把Visa和这一只归为一类。我认为你可以抛硬币来决定投资哪一只。它们都是如此优秀的公司。我决定只选其中一只，但我本可以两只都等额投资。
Now, moving on, we get to Mastercard. $190,000 position now $42,000 in the green. I would group Visa in with this one. I think that you can flip a coin and invest in which one you want.
They're both such great companies. I decided to just pick one of them, but I could have I could have invested in both of them equally.