I came across this today, which had a decent write-up on AXP. Probably not much you all don't know but they have some numbers in there which put a little perspective on how much it can go up with mdoest US penetration.
http://www.viburnumfunds.com.au/sit...F High Conviction Fund - June 2016 Update.pdf
May be worth keeping these guys tabbed and seeing what other stocks they bring up as it appears they have a a few other like AXP which may perk your interest.
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I came across this today, which had a decent write-up on AXP....
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