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The Eagle's Nest Portfolio

Charging More, Earning More: 2 of our holdings Plays That Actually Work

Last week 2 of our companies declared some interesting informations for the future.

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Waver
Oct 03, 2025
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Two Premium Players Crushing It in 2025

While everyone’s fretting about market volatility, two of our companies are quietly having a stellar year by sticking to what they do best: charging premium prices and delivering premium results.

American Express just pulled off the ultimate power move hiking fees on their flagship Platinum Card while somehow making customers more loyal. Meanwhile, VusionGroup is turning boring retail into a high-tech goldmine, one digital shelf label at a time.

Both stories prove that in today’s market, quality beats quantity every single time. Let’s dive into how these two are making premium strategies look effortless (and profitable).

American Express

American Express is on a roll in 2025, blending premium pricing power, savvy investments in the next generation of cardholders, and robust business growth to keep investors smiling. Let’s unpack the latest Platinum Card refresh alongside some upbeat business updates and outlook—served with a pinch of fun and a dollo…

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