Our Insights


Our work focuses on the financial & business services, energy, healthcare, TMT, and special situations sectors. Our analysts conduct regular deep-dive research to uncover differentiated investment ideas, following threads wherever they lead.

The Gathering Regulatory Storm for Visa and Mastercard

By: John Donnelly August 15, 2022 — The dominance of Visa Inc. (V) and Mastercard Inc. (MA) in...

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