American Express shares fell behind Visa and Mastercard, and Berkshire kept its stake. The article gives no quarterly figures or new business change, so the comparison does not change American Express's outlook.
The share comparison shows American Express lagging 2 peers, but it does not explain why or show that its card business changed. The article mentions quarterly results without giving their figures. Berkshire's choice to keep American Express and remove Visa and Mastercard is an investment decision, not new evidence about those companies' operations.
Mastercard shares outperformed American Express, and Berkshire removed its holding. The article gives no new information about Mastercard's business, so it does not change its outlook.
Visa shares outperformed American Express, and Berkshire removed its holding. The article gives no new information about Visa's business, so it does not change its outlook.
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