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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