Letters by company

Discover Financial Services

1 letter discussing DFS. Everything written about it on this site is on its ticker page.

RGA Investment Advisors The Great Divide: Why the Stock Market is So Concentrated and Where We Are Finding Opportunities Alphabet anchors the portfolio’s AI thesis, with RGA arguing that its proprietary chips, datacenters, models, consumer distribution and cloud business make it uniquely vertically integrated. Capital One was added after its Discover acquisition, which RGA expects to create a scaled payments network, improve its loan mix and support substantial capital returns. Q3 2025 COF $120BGOOGL $4.2T