7/29/25 - $v - Probs a buy, just not for meVisa Inc.NYSE:VVROCKSTAR7/29/25 :: VROCKSTAR :: $V Probs a buy, just not for me - over 3% fcf yields, growing, consumer spending well - over time (probably long duration) I think the biz model probably gets eroded, but also mgmt has done a nice job evolving, perhaps they keep up with the times etc. - don't think anything is broken here - all else equal a nice barometer for the consumer names in my portfolio (deck, lulu) - i'd guess stock is higher on this print - just have too many other things going on to play this $666 bn EV V