SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: bruwin who wrote (77915)8/19/2025 10:58:56 AM
From: Elroy  Read Replies (1) | Respond to of 78508
 
This method produces Visa and Mastercard as leading picks.

We just got back from the auto repair shop, and they now add 3% on to the fee when you use a credit card. I think that used to be forbidden (the merchant ate the fee), but now that the customer pays the 3% fee for using Visa, I think it's going to cause price pressure in this fee (I'd rather pay with check than pay 3% of $1,200 for the "convenience" of a credit card).

This type of structural change doesn't appear in these metrics (which look fantastic historically), so....yeah.



To: bruwin who wrote (77915)8/19/2025 11:00:24 AM
From: Paul Senior1 Recommendation

Recommended By
petal

  Read Replies (3) | Respond to of 78508
 
Some great companies there for sure. For Greenblatt model though, I believe metric would be good roic and lowest expectation of success, as measured by the lowest EV/EBIT.