I'm curious about everyones thoughts.
By a cost comparison to mastercard i.e. earnings to earnings, and # of shares of Visa, to # of Shares of master card, Visa has already taken out all its potential upside.
I did a comparison before the IPO, and found Visa fairprice to Mastercard should have been around 80 dollars at the top end. If you simply compare earnings per share of master card to earnings per share of Visa that's about the # you come up with.
Sure lots of things operate on momentum, but fair value comes into play at some point.