Sean Stannard-Stockton Discusses Mastercard Investment Thesis

13 February 2020 | by Ensemble Capital

This past weekend, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on The Investor’s Podcast to discuss our long time portfolio holding Mastercard. During the interview Sean explained:

  • Why the company has seen such dramatic growth in revenue and earnings and why we think it will continue.
  • The economic model of the company that allows it to return so much capital to shareholders even as it grows.
  • Why we think the Chinese payment giants will make limited headway in developed markets even as they will be formidable competitors in emerging markets.
  • And more!

Click here to listen to the podcast if you are reading this in an email.

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