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Howard Lindzon notes that only two fintech companies, Mastercard and Visa, are performing strongly as public firms, despite significant venture capital investment in the broader fintech sector.
He contrasts this with ongoing narratives predicting the decline of these payment giants and highlights his appreciation for Stripe's approach to competition in the industry.
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Lindzon has previously highlighted Berkshire Hathaway's recent acquisitions and record highs at Charles Schwab, as well as gains in genomics, biotech, and technology companies. In a separate note, he acknowledged the recognition of PLTR alongside figures such as Alex Comanechi and Nadia Karp for their roles in the financial sector. His commentary frequently tracks notable developments among leading market players.