American Express
includes American Express Asset Management
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 4, 2019 by Tom Russo · said 25 times in 12 episodes since 2018 · across every show →
Mentions by year, the whole family
brought up most by Ryan Batchelor (9), Ted Seides (5), Anthony Scaramucci (4), Tom Russo (2), Wayne Wicker (1), Vincent Daniel (1), Steve Rattner (1), Raylan Lambert (1)
tap a year for its mentions
2023 7 mentions in 4 episodes 2 per episode
- Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- Raelan Lambert, John Jackson, and Erik Sebusch – Inside Mercer Consulting (EP.345)
- Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- every mention in 2023, scene by scene →
2021 13 mentions in 5 episodes 3 per episode
- Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
- Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
- Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
- every mention in 2021, scene by scene →
2019 4 mentions in 2 episodes 2 per episode
2018 1 mention in 1 episode
Everything said about American Express, oldest first
Mar 4, 2019 neutral
Russo: Buffett never forced Berkshire retail stores to accept American Express
“American Express is part of the portfolio, and Borsheim's had, and Nebraska Furniture Market had MasterCard, and Visa, no American Express, because obviously each of them said, the premium's just not worth it for us, and Warren never insisted that they migrate…”
Sep 16, 2021 bullish
Batchelor: American Express's business model is a natural inflation hedge
“Amex has a fantastic business model. They keep all the economics of their cards, which is rare. And also inflation protection, which is a big deal in today's environment. Wasn't a big deal when we purchased it, but we were getting inflation protection for free…”