Ensemble Capital acquired 190k Mastercard Incorporated shares worth $113M. That's 10.01% of their entire equity portfolio (2nd largest holding). The first Mastercard Incorporated trade was made in Q1 2013. Since then Ensemble Capital bought shares 23 more times and sold shares on 23 occasions. The stake costed the investor $49.9M, netting the investor a gain of 127% so far.
Visa Inc. and Mastercard Incorporated both beat earnings, but adjusting for acquisitions and World Cup effects shows Visa's growth closer to Mastercard's. Vi...
For many growth-company CFOs, working capital is no longer a back-office cushion, but a strategic lever. That is a central finding from “The 2025-2026 Growth...