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What the podcasts are saying about
COF
In-depth coverage
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Mentions · 7d
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Mentions · 30d
13
Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
17 JULTHE MEB FABER SHOW · 04:30
Tilt passive portfolios toward founder-led companies
“The guest argued that public companies led by their founders structurally outperform their peers, making them an effective factor tilt to add incremental value to a passive index portfolio.”
In depth · 4/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 08:10
Subprime consumer credit deterioration is starting
“The bear case argued for subprime-exposed financial institutions is that rising delinquencies at the bottom of the credit stack will soon pressure earnings.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 01:05
Financials face downgrade on credit and AI headwinds
“The bearish case argued for downgrading financial stocks is driven by deteriorating credit quality, poor risk-reward on multiple expansion, and a realization that large banks may not see AI benefits accrue to shareholders.”
In depth · 4/5Verify in source →
16 JULTHE JULIA LA ROCHE SHOW · 05:45
Rising credit costs pressure consumer-facing banks
“The guest argued that bank earnings will reveal whether consumer credit defaults are continuing to rise, signaling broader consumer distress.”
Notable comment · 2/5Verify in source →
16 JULFINTECH INSIDER PODCAST BY 11:FS · 02:15
Capital One acquires Brex for $5.15 billion
“The acquisition of Brex by Capital One is framed as a strategic win-win that provides liquidity to Brex's backers while accelerating Capital One's payments and corporate technology ambitions.”
Core thesis · 5/5Verify in source →
4 JULEXCESS RETURNS · 04:15
Value discipline protects against market complacency
“The bull case for classic value stocks is that they offer a margin of safety and resilience during a major macroeconomic transition, whereas euphoric growth stocks lack a margin of safety.”
In depth · 4/5Verify in source →
4 JULEXCESS RETURNS · 03:55
Exceptional leadership drives asymmetric business outcomes
“The guest argued that individual, elite leaders make a far greater difference to a business's long-term compounding success than peers or quantitative models generally credit.”
Explored in depth · 4/5Verify in source →
4 JULEXCESS RETURNS · 05:15
Capital One is a premier AI user
“The guest argued that Capital One is positioned to be a major beneficiary of AI because it operates more like a fintech data company than a traditional bank, holding a massive portfolio of AI and machine learning patents.”
Substantive discussion · 3/5Verify in source →
4 JULEXCESS RETURNS · 04:30
Exceptional corporate leaders drive business outperformance
“The guest argued that investors systematically underestimate the compounding value of elite, star corporate managers who can single-handedly elevate a business.”
In depth · 4/5Verify in source →
4 JULCHOOSEFI · 06:45
Issuers tighten rules to protect margins
“Credit card issuers are implementing stricter eligibility rules to curb unprofitable churning behavior and drive long-term customer loyalty.”
In depth · 4/5Verify in source →
4 JULMASTERS IN BUSINESS · 10:15
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.”
Core thesis · 5/5Verify in source →
4 JULMASTERS IN BUSINESS · 04:30
Durable businesses trade at attractive GARP valuations
“The guest argued that a portfolio of durable, overlooked businesses trading at low multiples with sustainable earnings growth offers a superior risk-reward profile compared to high-multiple momentum stocks.”
In depth · 4/5Verify in source →
4 JULMASTERS IN BUSINESS · 01:10
Culture as a quantitative screen in financials
“The guest argued that analyzing accounting choices and risk management culture allows investors to identify compounding financial institutions while avoiding those optimized only for upcycles.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION