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Credit Cycle
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Credit Cycle
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Tagged analyses
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MTB
Conservative regional bank trading at fair price; strong franchise but no obvious bargain.
Hold · 2026-05-04
COF
A subprime card lender priced for normal times, with a Discover wildcard.
Hold · 2026-05-03
AXP
American Express is a premium spend-network compounder trading at a meaningful discount to fair value.
Buy · 2026-05-03
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