Q2 Earnings Round-Up, Part I: TSM, AXP, and PGR


Value Spotlight Brett SchaferJul 19, 2025 Welcome back to earnings season! Let's kick things off with a round-up of some of the early reporters for the Value Spotlight portfolio: American Express, Taiwan Semiconductor Manufacturing, and Progressive Corporation. American Express Q2 Earnings Another stellar result from one of the best run financial companies in the world, and a favorite of the Value Spotlight community (including me, a once shareholder and loyal customer). In Q2, American...