American Express Analysis

in Stock Analysis

Here is a link (opens PDF) to a 9 page analysis I did of American Express (AXP).  Warning: it is a bit dry.  I was going to present American Express at Value Investing Congress in Pasadena, but the stock ran up and exhausted a good portion of margin of safety.  

Amex is one of the best, most transparent (you can actually analyze it) financial companies I’d want to own in today’s environment.  We’ll probably get an opportunity to load up on it in the future, albeit at a lower price.

I ended up presenting my very contrarian case on Joseph A. Bank, 93% of float is short.  Here is a link to the full presentation, JOSB starts on slide 31.   

Tags:

Leave a Reply

Latest from Stock Analysis

Uninvestable Tesla

Tesla is an uninvestable stock for me, not just because of its
Go to Top

DON`T MISS OUT!

GET THE LATEST INVESTMENT ARTICLES IN YOUR INBOX EVERY WEEK

"Vitaliy Katsenelson is the new Benjamin Graham."

- Forbes

JOIN OUR NEWSLETTER

Tired of generic investment advice?