MasterCard Incorporated
MA
position
long
Bill Stewart, Stewart Asset Management
Thesis
MasterCard has been a long-term holding for Stewart Asset Management, indicating confidence in its business model and growth potential. The firm has owned MasterCard since its IPO, suggesting a strong belief in its ability to generate consistent returns over time.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The long-term holding by Stewart Asset Management suggests confidence in MasterCard's business model, but without concrete performance metrics or time elapsed, the outcome remains uncertain.
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