Wrong Again!

Today American Express hit all-time highs.

I wrote them off in my head and on my blog in 2008…

It is incredible how many things I get wrong about investing and still wake up every morning excited to invest.

The good news is that something this old and boring and non millennial friendly is working and people are out spending money.

There are many ways to ride a trend like e-commerce in the public markets.

I imagine Mastercard, Visa, Paypal and Shopify will not be far behind if the stock market firms up.

Disclosure – Long Paypal, Mastercard, Visa and Shopify


Also published on Medium.