Amex

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 16, 2021 by Ryan Batchelor · across every show →

Everything said about Amex, oldest first

Sep 16, 2021 bullish
Insight
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…”
Ryan Batchelor Sep 16, 2021 ▶ 47:02 Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
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