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COFPGRJPMWFCAXPCore thesis · 5/5Save idea

Financials are growth stocks in disguise

Financial services companies offer growth-stock compounding potential at value-stock valuations due to market mispricing and homogeneous sector discounting.

The argument

The guest argued that financials benefit from non-obsolete business models, massive industries allowing long-term compounding without outgrowing the sector, and wide dispersion of outcomes despite uniform low valuations. He highlighted Capital One as a data-science and machine-learning leader trading at a deep discount.

The thesis, stress-tested
✓ What validates it
  • Capital One maintaining mid-teens return on equity while trading near book value
  • Progressive continuing to gain market share in personal auto while maintaining underwriting profitability
▸ Risks discussed
  • Sensitivity to macroeconomic variables and interest rate shifts
  • Credit cycle downturns impacting loan portfolios
  • Regulatory changes affecting capital requirements
Hear it yourself
"So for and this was like a paper route for city kids because you didn't couldn't have a paper route in New York. And but then an amazing thing happened. New York City around '19 it'd have to be around 1977 or '78 passed the pooper scooper law. I remember. And everything changed because people had these dogs with they nobody even knew what to do. Right. They they and nobody had ever imagined cleaning up after a dog. There are all sorts of inventions, you know, to beg. It's not that complicated. People didn't you know, people were so they had carry shovels with them."
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