Clay breaks down his best quality stock idea for Q1 2026: Visa.
Visa is a global payments network that operates as a toll booth on commerce. Visa is one of the most durable and capital-light business models in the world.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:02:48 - How Visa fits into Dev Kantesaria’s investing strategy
00:08:55 - The history of how Visa became the giant, ubiquitous network we all know of today
00:12:21 - Visa’s role as an information network that avoids all card issuance and lending risk
00:25:08 - A side-by-side comparison of Visa versus its primary competitors, Mastercard and American Express
00:29:40 - The future of the $200 trillion dollar "New Flows" market and the rise of AI-driven agentic commerce
00:34:41 - An analysis of Visa’s pristine financial profile, featuring 60% operating margins and low capital intensity
00:46:54 - A look at valuation level, the primary risks, and much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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 <li>The Intrinsic Value Podcast’s <a href="https://www.theinvestorspodcast.com/intrinsic-value-podcast/visa-v-is-visa-still-the-card-to-hold-w-daniel-mahncke-shawn-omalley/">episode on Visa.</a>
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 <li>Related Episode <a href="https://www.theinvestorspodcast.com/episodes/best-quality-stock-idea-q4-2025-w-clay-finck/">TIP768: Best Quality Idea Q4 2025</a>.</li>
 <li>Related Episode <a href="https://www.theinvestorspodcast.com/episodes/best-quality-stock-idea-q3-2025/">TIP745: Best Quality Idea Q3 2025.</a>
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