American Express' Weakness Is Our Opportunity
American Express combines double-digit revenue and EPS growth with 17% annual premium card fee growth, buybacks and a forward P/E below 17x.
The Value Portfolio 3 clicksNYSE
American Express CO
AXP
3 stories
$205B Market cap · 2026-10-08
The Value Portfolio 3 clicks
Visa Inc update
Visa and Mastercard meet 15% five-year IRR targets at 25x and 26x 2026 earnings, while American Express needs a wider margin for…
Visa Inc update
Visa and Mastercard meet a 15% five-year IRR target at 25x and 26x 2026 earnings, while American Express needs more margin for…
Investor Letters
Letters that discuss AXP.
- Bretton Fund 2026 Q2 Shareholder Letter 2nd Quarter 2026 CNSWF $43BGOOGL $4.2TSAP $240B
- Berkshire Hathaway 2025ltr 2025 BRK.A $1.1T
- RGA Investment Advisors The Great Divide: Why the Stock Market is So Concentrated and Where We Are Finding Opportunities Q3 2025 COF $120BGOOGL $4.2T
- Berkshire Hathaway 2024 Letter to Shareholders 2024 ITOCY $95BMARUY $49BMITSF $89B
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