Business
Fiserv: A Fallen Compounder Worth Another Look (NASDAQ:FISV)
Value investing has been my main passion for more than a decade. I look for businesses the market has given up on but that still have strong fundamentals, often trading at single digit P/FCF, though I’ll pay up to 15-20x for genuine quality. I hold for the long term and try to ignore short term noise.Current holdings include Cake Box Holdings, Watches of Switzerland, Celsius Holdings, Springer Nature, MTY Food Group, and CTS Eventim, plus smaller positions in PayPal, Oatly, and RWE.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in FISV over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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