TIP281: Intrinsic Value Assessment of Mastercard w/ Sean Stannard-Stockton (Investing Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 9 February 2020
⏱️ 63 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:30.0 | The value of investing principles and techniques like Warren Buffett. |
| 0:33.0 | So without further delay, here's our discussion with Sean. |
| 1:01.0 | Welcome to the Amastas Podcast. |
| 1:03.0 | I'm your host, Dick Brodison, and as always, I'm accompanied by my co-host Preston Pish. |
| 1:08.0 | We're excited to bring back Sean, Stan, or Stockton front assignment capital here today. |
| 1:13.0 | Sean, welcome to the Amastas Podcast. |
| 1:15.0 | Big, thank you so much for having me back. |
| 1:18.0 | So Sean, we feature you back in October and back then you picked first your public bank. |
| 1:24.0 | Back then, whenever we released the show, the stock was trading 107. |
| 1:28.0 | And today, it's trading 117, recording here late January, so far, so good. |
| 1:35.0 | And we are very excited to have you pitch another stock today. |
| 1:39.0 | So Sean, thank you again for coming back on the show. |
| 1:42.0 | And please go ahead and talk about MasterCard for our audience. |
| 1:46.0 | Thanks so much. Yeah, we've owned MasterCard for almost a decade at this point. |
| 1:51.0 | You might think about MasterCard and first public that I spoke about last time and think, |
| 1:56.0 | oh, they're both financials. You know, these guys are into financial stocks. |
| 1:59.0 | But actually, most financials we don't think are terribly interesting. |
| 2:02.0 | First public is kind of a unique business model. |
| 2:05.0 | But MasterCard, I think it's important to recognize that it's just not a financial. |
| 2:09.0 | I mean, this is not a business that lends any money, which most people say, what are you talking about? |
| 2:13.0 | It's a credit card company. So I'll walk through all of that. |
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