You're listening to TI-P.

The value of investing principles and techniques like Warren Buffett.

So without further delay, here's our discussion with Sean.

Welcome to the Amastas Podcast.

I'm your host, Dick Brodison, and as always, I'm accompanied by my co-host Preston Pish.

We're excited to bring back Sean, Stan, or Stockton front assignment capital here today.

Sean, welcome to the Amastas Podcast.

Big, thank you so much for having me back.

So Sean, we feature you back in October and back then you picked first your public bank.

Back then, whenever we released the show, the stock was trading 107.

And today, it's trading 117, recording here late January, so far, so good.

And we are very excited to have you pitch another stock today.

So Sean, thank you again for coming back on the show.

And please go ahead and talk about MasterCard for our audience.

Thanks so much. Yeah, we've owned MasterCard for almost a decade at this point.

You might think about MasterCard and first public that I spoke about last time and think,

oh, they're both financials. You know, these guys are into financial stocks.

But actually, most financials we don't think are terribly interesting.

First public is kind of a unique business model.

But MasterCard, I think it's important to recognize that it's just not a financial.

I mean, this is not a business that lends any money, which most people say, what are you talking about?

It's a credit card company. So I'll walk through all of that.

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