+ Watchlist update: MOH, FICO, MELI, CPNG, MA
MA and V look like great opportunities at current valuations
Yes, Visa is definitely also on the watchlist. You can access the full Guru Gems watchlist here: https://docs.google.com/spreadsheets/d/1C3EATrqN0lFF1R6iTdsYvC0RG_J4ttTFWUyfA-lEnSg/edit?usp=sharing
FICO, particularly at these levels, is worthy of further research. MELI would be intriguing if not for its fintech business, as I avoid banks and unsecured lending. MA is a great company.
MA and V look like great opportunities at current valuations
Yes, Visa is definitely also on the watchlist. You can access the full Guru Gems watchlist here: https://docs.google.com/spreadsheets/d/1C3EATrqN0lFF1R6iTdsYvC0RG_J4ttTFWUyfA-lEnSg/edit?usp=sharing
FICO, particularly at these levels, is worthy of further research. MELI would be intriguing if not for its fintech business, as I avoid banks and unsecured lending. MA is a great company.