Capital One is Davis Advisors' largest bank holding because it exemplifies a 'growth stock in disguise'—a well-run financial services company that combines the durable traditional business of making spreads on money with innovation and growth, and banking itself is one of the world's oldest professions making it difficult to obsolete despite 50 years of attempted innovation.
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Chris DavisEvidence Quote
“our largest bank holding as Capital One uh which I I think about as the as the original fintech company”
Created: 8/11/2026, 7:57:58 AM
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