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FinTech Stocks Still Attractive, Market Overreacting to Visa’s Cross-Border Travel Outlook

publication date: Nov 1, 2021
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Image: Visa continues to rake in the free cash flow. Though its outlook is clouded somewhat by recovering cross-border travel transaction volumes, we still like its asset-light, free-cash-flow rich business model. 

Cryptocurrency trading is all the rage these days, but when it comes down to it, the average consumer isn’t using crypto to pay for everyday goods and services. We believe fintech is a great way to play the firm foundations of asset-light, free-cash-flow generating entities that are exposed to crypto adoption but not pure plays to crypto’s success, which is far from guaranteed. Cloudy outlooks from Visa and Mastercard regarding cross-border travel activity have many fintech investors somewhat cautious heading into 2022, but we couldn’t be bigger fans of the group. Visa and PayPal remain two of our favorite fintech ideas.

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