Financial Education on AXP

“in this one at 300 it's a steel deal but worst case scenario in this one 250 to 275.”

“I would love to buy some more American Express shares. Um, that's one that doesn't have a significant amount of risk over the next three to five years in my opinion, but has actually a great upside reward for me over the next three to five years.”

“They're going to be stocks like American Express and RH and Netflix. Okay? And these are positions I'm building out actively right now.”

“I believe over the next several years it goes to 575 plus”

“And so I'm picking up as that's such a great company for the long term. I'm picking up as many shares as I can get my hands on right now of American Express.”

“I love this one right now. This was a $9,200 buy for me here today. picked up another 30 shares.”

“That's one that I think will go on a beautiful run from 2027 to 2030.”

“Next thing you know, they see that stock with a four handle on it, 400 plus.”

“The stock's down about 12% this year and um it should actually be up about 12% on the year in my personal opinion.”

“American Express, easy money, you know?”

“That's just a good compounding company that will likely significantly outperform the stock market in general.”

“American Express under 350 is very attractive.”

“American Express looks like very easy money for the next five years, right?”

“My bear case is depressing. 5% revenue growth on average over the coming years. 8% net income growth on average over the coming years. 20 to 25 PE. And I still get 10 to 16% compounding annual growth rate.”

“My base case, this is what I actually expect, right? 8% revenue growth, 12% net income growth, 28 to 33 PE I think is fair for a company like Amex growing at these sorts of growth rates. And we're talking about a mid-20s compound annual growth rate.”

“In this scenario, I'd get probably a 30%ish CAGR, compound annual growth rate here.”

“I think this represents the perfect easy single or double type stock, right? That you can just own, you can buy a big stake in, you can own it, make your dividends on the stock, make capital appreciation over time, and just be able to sleep well at night, right?”

“Actually, the American Express is one of those stocks I would love to just buy more and more shares for quite some time.”

“My thought is it probably goes higher after earnings and it goes back 350 plus, but we shall see.”

“And so I rank American Express an eight. It's at a very fair valuation right now.”

“I mean, if it was 246, then it's like load the flipping flapjack and boat on American Express.”

“And if it was $646 today, I would sell every American Express share I have because basically the upside's almost, you know, nothing over the coming years, right? Or if I didn't sell it all, I would sell the far majority of my shares essentially, right?”

“At if it was $546 today, it would not be a buy cuz then my compound annual growth rate I'd be getting is just very, very low over the next few years.”

“At 44, let's say the stock was $446 today, it would be an okay buy, right?”

“So at $346, American Express is a buy today, right?”

“So, the moral of the story is here I have the stock going to somewhere, you know, between about $783 and $923 come 2030, which gives me a compound annual growth rate deep into the 20s.”

“So that makes American Express a pretty attractive stock right now.”

“Now, when I can still get a very nice return, which American Express, even in that bare scenario, still a 9% returner compound annual growth rate.”

“A base case for American Express, I had them 8% revenue growth on average, 12% net income growth on average, right? 28 to 33 PE under this scenario, right? And I get a compound annual growth rate of 23 to 28%.”