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Author: PieInYourFace Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 58  
Subject: Re: Buy or not to buy Date: 11/13/2007 8:49 AM
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Unfortunately due to the success of Mastercard I have a feeling that the Visa IPO will be more enthusiastically received and price much higher as well than MA initially did. That is unfortunate because I would love to own a piece of this fantastic business.


Thanks UMassHoops for this very informative post.

You already answered the key question, is it a good business? Apparently not just good, but "fantastic."

I am looking for a low hurdle to jump over. I'm not smart enough to catch a falling knife. :) So Visa makes it past the first cut.

Would you care to comment on how Visa could be evaluated, i.e., what its intrinsic value might be? I'm really very ignorant about how credit card processing companies make their money. What valuation metrics could be used?

Also, how do you see Visa stacking up, mid-to long term, versus say MC and Amex?

Curiously, I wanted to cross post a link to this new message board to the Amex board, as I figured there would people there who could jump on this analysis.

Guess what? As far as I can tell, there is no TMF Amex board.

Even if the price for Visa is too high to buy in at the IPO, if we can establish a rough idea of its value, perhaps an opportunity to buy in might arise afterwards.

What do you think?

Again thanks for your comments.
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