Earnings season has started, and four of my portfolio companies have already announced. In this video we go through their earnings reports and dig into how the companies are actually doing from a fundamentals perspective.
00:00 Amex is crushing it
04:17 Visa is steady, but I have questions
08:19 Google keeps trucking along
10:35 MSCI is on the rebound
Watch the video version of this podcast here: https://youtu.be/Auya2vX_S0s
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