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3.48% $9.96 magellan financial group limited

Look at the Top 5 holdings of International Fund.lets see but...

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  1. SethKlarman
    295 Posts.
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    23/10/22
    20:09
    Post #: 64347375
    Look at the Top 5 holdings of International Fund.

    lets see but having 10% of portfolio in Visa and Mastercard appears dangerous

    - take rates are coming down
    - FedNOW in 2023 wipes out interchange benefit
    - closed loop wallets remove the competitive moat
    - competition is increasing

    If you own Magallen be sure to believe in those two companies.
    MFG Price at posting: $10.01 Sentiment: Sell Disclosure: Not Held
    Likes Created with Sketch.  Upvote
    lightbulb Created with Sketch.  Great analysis
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