Mastercard is half of a global payments duopoly that enjoys one of the widest moats in the game. The share price performance tends to be appealing over time and this is a sensible inclusion in a long-term portfolio. Is there much to choose between Mastercard and Visa, or are they similarly powerful businesses?
We first covered MercadoLibre in March 2023. We talked about Alibaba meeting Amazon in Latin America. Mostly, we were just highly impressed with the cohesive ecosystem that the company has built. We were also big fans of the commitment to profitability, something that many tech companies could learn something from. With Argentina in the headlines and renewed focus on the broader LatAm region, how has the business performed this year?
By recapping Hasbro and Visa in the same report, we touch on one company that is in a state of strategic flux and another that is simply executing on more of the same. This is what makes the markets so interesting.
After a difficult period in which the crypto arbitrage needed to be temporarily closed down to manage counterparty risk amidst uncertainty in the global banking system, the Future Forex team is offering the arbitrage once more. They have also evolved the Future Forex business model to offer additional services to clients and move the business into a new area, focussing on fulfilling client's FX needs.
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