Potential Winners And Losers From Nu Bank’s Aggressive Launch Into The United States (Ticker: NU)
Nu Bank’s U.S. launch pairs 4.5% APY and 2% cashback with fee-free USDC remittances, pressuring SoFi, Capital One and cross-border transfer…
NYSE
Capital One Financial CORP
COF
2 stories
$120B Market cap · 2026-10-07
Red Dog Capital on X
@dalibali2 $META $AMZN $HONA $PM $COF $GSHD $523A.JP
Investor Letters
Letters that discuss COF.
- RGA Investment Advisors The Great Divide: Why the Stock Market is So Concentrated and Where We Are Finding Opportunities Q3 2025 COF $120BGOOGL $4.2T
- Polaris Capital Management First Quarter 2026 Global Equity Composite Commentary First Quarter 2026 ALSN $9BARW $12BCAPMF $21B
- Davis Opportunity Fund Davis Opportunity Fund Annual Review 2026 2025 AMAT $404BCOF $120BUNH $340B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Q4 2025 ARGNF $59BBAESY $72BBSX $61B
- Sequoia Fund Year-End 2025 Sequoia Fund Letter 2025 GOOGL $4.2TRLLCF $87BACN $118B
- Davis Advisors Global ADR Davis Global ADR SMA Portfolio Summer Update 2026 first half of 2026 —
- Oakmark Funds The discipline to stay boring 2Q 2026 CRBG $15B
- Polaris Capital Management Fourth Quarter 2025 Global Equity Composite Commentary FOURTH QUARTER 2025 BABA $276BLNTH $6.5BSKHY $943B
- Patient Capital Management Samantha's Quarterly Letter 1Q25 NVDA $5.5TAMZN $2.7TDAL $54B
- Patient Capital Management 2Q24 Portfolio Activity and Attribution 2Q24 AMZN $2.7TBIIB $32BCOIN $47B
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