Group 1 - American Express Company (NYSE:AXP) is recognized as one of the 13 incredibly cheap dividend stocks to invest in [1] - The company has established a significant customer base and operates a consistently profitable and expanding business [2] - Over the last five years, revenue has increased from approximately $38 billion to over $74 billion, while net income has more than tripled from $3.1 billion to just over $10 billion [3] Group 2 - American Express has a strong history of paying dividends, currently offering a quarterly dividend of $0.82, resulting in a dividend yield of 0.96% as of September 19 [4]

Final trade time. Michael Poe. Now >> on the opposite side of the overlever BNPL consumer is American Express which also has been doing a lot to improve the premium card benefits.AXP >> Timothy >> Lax with a fascinating conversation. Agree with her on hybrids and agree or she agrees with me I believe on Toyota TM. >> Happy birthday Dan Nathan tomorrow and Carile Group.Tim. >> Yeah. D David Rubenstein one of the best CEOs out there and one of the best CEOs in baseball.Go O's Mark Vine. Thanks for the shout o ...

Group 1 - American Express has increased the annual fee for its Platinum card from $695 to $895, effective for renewals starting in 2025, as part of a significant investment in card enhancements [4] - The fee hike is accompanied by new benefits, including hotel, dining, and lifestyle credits worth up to $3,500 annually, contingent on cardholder usage [4] - In contrast, Gemini co-founder Cameron Winklevoss mocked the fee increase on social media, highlighting that Gemini's credit card has no annual fee [1][2] Group 2 - The launch of the Amex Travel App and Amex Passport aims to personalize travel planning and enhance digital travel experiences, including collectible "Stamps" for international transactions [2] - Community feedback on Gemini's credit card has been largely negative, with users reporting issues such as application glitches, low credit limits, and delays in receiving cards [3] - Users expressed frustration over the application process and the functionality of the Gemini app, with some stating they faced multiple failed attempts to apply for the card [3]

Core Thesis - American Express Company (AXP) is viewed as a durable, long-term compounder with a unique self-reinforcing business model that sets it apart from competitors like Visa and Mastercard [2][5] Business Model - American Express operates a closed-loop system, issuing cards, processing payments, negotiating with merchants, and maintaining customer relationships, allowing it to capture more transaction economics [2][3] - The company charges merchants over 3% on average, reinvesting most of this into member benefits such as travel rewards and concierge services, which enhances customer loyalty [3] Financial Performance - American Express has maintained high retention rates and loyalty-driven spending, with over 70% of costs in 2025 linked to member benefits [3] - The company has achieved exceptional returns on equity, averaging 25-35% over the last 15 years, supported by recurring merchant fee income and disciplined underwriting [4] Market Position - Partnerships with acquirers like Stripe and Square have expanded American Express's reach to 99% of U.S. merchant touchpoints, with direct enterprise relationships accounting for 73% of transaction volume [4] - The closed-loop system enhances merchant acceptance, loyalty, and data insights, strengthening the company's competitive moat over time [5] Investment Outlook - With a trailing P/E of approximately 22x, American Express presents an attractive risk/reward profile as a mid-teens compounder, demonstrating resilience across macroeconomic cycles [5] - The company benefits from rising consumer and corporate spending, as well as interest rate fluctuations, while its internal structure mitigates many competitive and regulatory risks [5]

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: The Chart of the Day What we're watching What we're reading Economic data releases and earnings What does it mean that only a fraction of the country's population — its wealthiest consumers — are propping up spending growth, while the vast majority of people are barely shelling out enough to keep pace with inflation? One answer to that question, on a grand scale, is that the US ...

Group 1 - American Express is a well-positioned business with strong backing from Warren Buffett, indicating confidence in its potential [1][5][7] - The company generated $17.9 billion in revenue in Q2 2025, reflecting a 9% year-over-year increase, which contributed to a 17% rise in earnings [2] - American Express focuses on wealthier customers, who have shown resilience in spending despite broader economic concerns, contrasting with trends seen in lower-priced retailers [3][4] Group 2 - The company's stock is near all-time highs, but caution is advised as even great companies can be poor investments if purchased at inflated prices [6][7] - Warren Buffett's investment philosophy emphasizes buying good companies at attractive prices, which is a consideration for potential investors in American Express [6]

There are powerful inducements to holding an Amex credit card.American Express (AXP 1.76%) is one of the most recognized and familiar payment card brands not only in its namesake country, but throughout the world. The specialty financial company has a massive customer base and runs a business that is consistently profitable and continually growing. That's not the foundational reason its stock is a good investment, however. There is one element of the company that makes it unique, and that uniqueness will re ...

American Express Co AXP has announced significant upgrades to its U.S. Platinum cards, adding new perks worth over $3,500 annually while increasing the annual fee by $200.Amex Revamps Platinum Perks, Raises Annual Fee to $895The updated perks will feature credits for dining via Resy, shopping at Lululemon LULU, and Uber One memberships, along with enhanced hotel and entertainment benefits, reported Reuters. Platinum Business cardholders will gain new credits for Dell DELL and Adobe purchases ADBE, a $600 ho ...

Fees and Benefits - American Express Platinum 信用卡年费从 695 美元提高到 895 美元 [1] - American Express Platinum 信用卡年费增长了 287% [1] - 该卡将提供超过 3500 美元的年度福利 [1]

RT Base (@base)Ready for your next trip?@AmericanExpress just rolled out in-app passport stamps to give travelers new ways to collect, own, and share their journeys — built on Base.https://t.co/QyLknA5W7B ...