Buffett Successor Sold Visa Stock in Q1: Why That May Have Been an $823M Mistake

Impact · against what's priced in

The sale of Visa by Berkshire Hathaway is not a catalyst for Visa or Mastercard, as it reflects a historical portfolio shift rather than a change in current fundamentals. While the article frames the sale as a 'mistake' due to recent all-time highs, these gains are already reflected in the current price.

V+0.00

Already priced in

The price assumes

Revenue growth of roughly 12%

The article notes Visa hit new all-time highs, but since the price already pays for low-teens growth and is currently below the median analyst target, this momentum is already baked in.