Donald Yacktman added V · VISA INC.
$344238 · now 0.0% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$426 now
OUR VALUE
$426 today
low $195mid $260high $325
3 models, as of 2026-11-02.
Priced past our value: the move has played out.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。