The following video is from Thursday's Investor Beat, in which host Erin Kennedy and Motley Fool analysts Matt Koppenheffer and David Hanson investigate the hardest-hitting investing stories of the day.

In this segment, Matt explains why he's keeping a close eye on Visa (V -0.23%), whose moat he just can't dismiss. The expected growth in the payments industry suggests Visa, an already well-established player, could have room to run. David's watching eBay (EBAY 1.32%), as the company's PayPal subsidiary is doing well, though he's more interested in knowing how the online market segment is doing.