Buffett’s Portfolio: Apple, American Express, Coca-Cola, and Moody’s
📊 Berkshire Hathaway owns a small percentage of several large, highly profitable companies.
🍎 These include well-known names like Apple, American Express, Coca-Cola, and Moody's.
📈 Many of these companies achieve very high returns on the tangible net capital required for their operations.
💎 Small fractions of these outstanding companies can be bought on Wall Street, occasionally at bargain prices.
American Express: A Value Investment with Growth Potential?
📈 American Express (AXP) shows excellent growth, with a 70% increase in market value in 2023.
💰 The company delivers substantial capital to investors through buybacks and dividends.
🏦 AXP operates differently from Visa and Mastercard by issuing cards and directly lending money.
✅ The analyst suggests that AXP, when trading at a P/E ratio of 10 to 15, could be an attractive buy.
American Express: A Niche Player with Untapped Potential
💎 American Express operates in a unique niche within the financial sector. 💳
📈 The company is well-positioned to leverage the ongoing shift towards digital transactions. 🌐
🛡️ Its differentiated business model provides a competitive edge in the payment processing industry. ✅
