MasterCard Incorporated
MA
position
long
Mohnish Pabrai, Pabrai Funds
Thesis
MasterCard is considered a compounder, but the investor is uncertain about its current valuation multiple. Despite this, it remains a strong candidate for long-term investment due to its business model.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the investment thesis, it's difficult to assess whether the thesis has played out. The thesis suggests a long-term investment based on MasterCard's business model, but without knowing how much time has passed or any price movement, we cannot determine the outcome.
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