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Tesla the Battery Maker Could Prosper

Paul Farrell

We have gained increased confidence in Mastercard’s ability to 1) penetrate business-to business payments, 2) deliver faster earning growth versus Visa, and 3) make successful investments in technologies that support its long-term growth. Marriott’s event could not have come at a better time, as the company has faced a number of challenges recently (integration-related headwinds, labor strikes, the data breach, etc.).