The 2019 Stock pick challenge.
On 12/31/18 picks are frozen with the goal of picking 10 winners.
Here are my 2019 picks (prices reflected 5/24/19) with current prices.
It has has been a very interesting year with the longest bull run in history extending, trade wars with China and a massive batch of tech unicorns entering the public market.
So far, we have seen several large IPOs, Pintrest, Uber, Lyft, and Zoom as a few of the large ones.
Card networks and how they are remaining strong amongst all the Big Tech initiatives to attack the wallet
Card Networks – Market value of ~$706B
Don’t forget to look at the 10Ks from Q1 2019 for both MA and V, the cross border transactions are increasing for MA, but declining for V, why? This is a significant portion of the revenue, ~23% for V