Why I am short MasterCard - Andrew Horowitz

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Why I am short MasterCard
Sep 05, 2008 11:20 AM UTC

Andrew Horowitz

Return	Risk
-10.79%	MID

Tracked Blogger

Profile & Performance

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Symbol	Sentiment	Start	Return	Closed
V	n/a
MA		09/05/08	-12.78%	--

Via The Disciplined Investor:

My latest MSN Strategy Lab Journal Update: Lately there has been a generally accepted theory that credit card issuers with exposure to loan losses will have great difficulty in this slowing economy, while card companies that simply earn money from transactions will thrive.
Thatâ€™s incorrect.
The latter group contains two well-known companies, MasterCard (MA) and Visa (V), [...]<script type="text/javascript">SHARETHIS.addEntry({ title: "Why I am short MasterCard", url: "http://www.thedisciplinedinvestor.com/blog/2008/09/05/why-i-am-short-mastercard/" });</script>

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juliasofia44

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1 point commented 412 days ago reply

Good pick.

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