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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
American Express is a leading global payments franchise with a differentiated closed-loop model that combines both card issuing and network ownership. This structure allows...
— William C. Nygren, Michael A. Nicolas, Robert F. Bierig
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Other investors who've written on American Express Company
The manager argues that fears of AI disrupting payment card networks are overblown. Card networks possess...
Giverny established a new position in American Express following a 25% price drop, using proceeds from the sale of Ametek. The manager values...
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Ally Financial is a leading digital-only direct consumer bank and the premier independent auto financing lender in the United States. Accounting for 2.0%...
Salesforce is a leading enterprise cloud software company that helps organizations manage customer relationships, sales pipelines, and workflow automation. Representing 3.2% of...
Meta Platforms operates the world's preeminent social media and digital communication network, connecting 3.6 billion daily active users across Facebook, Instagram, and WhatsApp. Oakmark initiated a...