2 Bullish Ideas in Financial Services

Two giants are executing distinctly different strategies - and we think investors can profit on both. Both companies report earnings in the next 7 days. Here's what we're thinking...

Megan Brantley
January 23, 2025

LikeFolio metrics have picked up an interesting divergence in the financial services sector.

Check out the chart below, tracking the YoY percent change in web traffic for 4 of the major players in this segment:

Note Visa (V) is bucking the downtrend logged by all other financial services providers, and American Express (AXP) has dropped to second place.

These two giants are executing distinctly different strategies - and we think investors can profit on both.

Both companies report earnings in the next 7 days.

We're placing a bullish earnings bet on one, and developing a long-term bullish thesis for the other.

Let's break it down...

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