Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. What you’ll learn here: 00:00:00 - Intro 00:03:04 - How Visa’s business model works and how it earns money from transactions 00:17:49 - Why every player in the payment process needs Visa 00:26:54 - Visa’s origin story and how BofA’s BankAmericard changed banking forever 00:55:36 - Where Visa’s growth will come from in the future 00:47:50 - What are Visa’s Value Added Services and New Flows 00:57:44 - Why Visa’s Moat is so impenetrable 01:01:31 - Who are Visa’s competitors and what are the overarching risks 01:10:07 - Whether Visa is attractively valued at current levels 01:19:10 - Whether Shawn & Daniel add V to The Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 📚 Advance your finance career with CFI Education, Inc. Get 30% off with code INVESTORS30. https://corporatefinancialinstitute.pxf.io/c/2463221/1951334/23723 🏠 Your home might be worth more than you think. Earn extra money today with Airbnb. https://airbnb.com/host 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - Uber's Playbook: Cash Burner to Compounder?: https://youtu.be/rVv9GkC68II - Comfort Systems Analysis: Blue-Collar Serial Acquirer: https://youtu.be/GCQalJSD2gY - Blue Owl Capital: The Next Blackstone?: https://youtu.be/NIliCbe7xH0 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.