We came across a bullish thesis on American Express Company on Monsoon’s Substack by Monsoon Pabrai. In this article, we will summarize the bulls’ thesis on AXP. American Express Company's share was trading at $327.26 as of September 15th. AXP’s trailing and forward P/E were 22.84 and 18.52 respectively according to Yahoo Finance. American Express (AmEx) exemplifies a durable, long-term compounder with a uniquely self-reinforcing business model that differentiates it from peers like Visa and Mastercard. ...