HF Best Ideas
Analyses
Companies
Quarterly Letters
✦
Warren AI
Analyses
Companies
Quarterly Letters
✦
Warren AI
Every fund on this company
American Express in 9 fund letters
→
Also pitched by Giverny Capital
Taiwan Semiconductor Manufacturing Co Ltd
TSM
Builders FirstSource
BLDR
Constellation Software
CSU.TO
Fiserv, Inc.
FI
AAON, Inc.
AAON
Ferguson plc
FERG
American Express — Giverny Capital — Mar 2026 · HF Best Ideas
American Express — Giverny Capital — Mar 2026 · HF Best Ideas