- An underappreciated electric vehicle play
- Can Visa hold onto its dominant market position?
History can be a business's friend or its foe – the market has a long memory and can often take time to forgive. This is especially true if there is any fear that history might repeat itself. However, where there is too much trepidation, there can be good value as is the case for one of our selections this week.
A strong history, a wide economic moat and a fast growing market backdrop should always attract investors but our other stock this week has to balance market leadership and new opportunities with potential usurpers. Furthermore, both regulators and potential litigation seem to cast a cloud. However, strong businesses will often win out and while historic growth rates may come down, they are unlikely to be knocked out.
