Finding The Edge
According to its Annual Report for Full Year 2020, Visa has 16B in cash, more than double the 2019 number with 7B. Why is The Card Giant piling so much cash? And Where did the money come from? Here we try to conduct a Balance Sheet Analysis of VISA.
Continue reading “Balance Sheet Analysis of VISA: Pledge for Plaid”
Our IBM income analysis begins with the declining trend of its Intellectual Property business. In the last 6 years, this “segment” decline more than 60% – a little bit ironic for the firm that is always at the top of the patent recipient in the world every year.
Continue reading “IBM Income Analysis. Blue Turn Red”