Source Post

How to project revenue growth - Visa & Mastercard Example

Jul 26, 2026

The creator discusses Visa and Mastercard as exceptional companies with inherent growth drivers like inflation, GDP growth, new card issuance, and increasing take rates, projecting a conservative 10% annual revenue growth. The creator notes that at 30 times earnings, these companies offer a reasonable valuation for achieving this growth.

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Tickers discussed in this post

MABullishHigh ConvictionSignal-backedPrimary

Mastercard is identified as one of the greatest companies with inherent 10% revenue growth driven by secular trends and a reasonable valuation at 30 times earnings.

VBullishHigh ConvictionSignal-backedPrimary

Visa is highlighted as one of the greatest companies with inherent 10% revenue growth driven by secular trends and a reasonable valuation at 30 times earnings.

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Tracked calls opened from this post

V
buy opened Jul 26, 2026
+1.91%
MA
buy opened Jul 26, 2026
+2.23%