American Express
Jan 12, 2025
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14 min read
Can American Express deliver on their 10%+ revenue and "mid-teens" EPS growth aspiration?
Capital One
+1
Jan 5, 2025
11 min read
Capital One's acquisition of Discover seems to be a done deal. This deal sets the stage for an exciting rivalry to follow
Jul 21, 2024
15 min read
American Express stock trades at much higher multiples than Discover. Here is my attempt to understand why.
Jan 25, 2024
12 min read
American Express might need to grow Card Member loans at unprecedented rates to deliver on the 10%+ revenue growth target they promised at 2022 Investor Day
