Mastercard as defensive long-term compounder

Visa $V, Mastercard $MA, and American Express $AXP have been rallying recently. A good reminder they are cheap and hard to disrupt businesses. Will they get you gains of 100% in a month? No, but they are great defensive positions and LT compounders. Why not dabble into strong businesses? Now is the time to look into such businesses and invest. Do not always run after technology stocks. It is worth it to diversify.