Deep Dives and Valuations

Nov 9, 2023

Visa Deep Dive & Valuation – Can this Giant continue its Outperformance?

Oct 1

Content: Visa’s Past Performance Snapshot of Visa’s Performance in the last decade A Background on Visa Short Founding Story of Visa Visa’s Business Model The Core Business What is Visa’s Business Model? How do these processes work? How does Visa make money?

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Alibaba Valuation and China Deep Dive

Daniel

Nov 1

Content: An Introduction to Investing in China China’s Economic State Introduction The Main Problems The Big Picture The Debt Trap Consumer Sentiment, A Slow Economy, and Deflation The Taiwan Conflict Summary of the Macroeconomic Risks Alibaba’s Business Model

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One new Deep Dive every month (always 1st of the month). The next one will be on Italmobiliare (ITM).