Can American Express deliver on their 10%+ revenue and "mid-teens" EPS growth aspiration?
Capital One's acquisition of Discover seems to be a done deal. This deal sets the stage for an exciting rivalry to follow
American Express stock trades at much higher multiples than Discover. Here is my attempt to understand why.
American Express might need to grow Card Member loans at unprecedented rates to deliver on the 10%+ revenue growth target they promised at 2022 Investor Day
