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  • Visa is Everything You Want a Stock To Be

    Published: September 06, 2016

    Dan Chen has been a professional investor for almost 20 years, and a disciple of Warren Buffett even longer. In his search for permanent value in great companies, nothing catches Chen's eye like Visa (V:US), the world's largest electronic funds transfer company. Though Visa is massive (nearly 200...

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  • Capital One: One of the "Last Remaining Cheap Banks"

    Published: March 13, 2014

    COF was traditionally funded by credit card securitizations, which was a volatile source of funding, but the company reduced its dependency on such funds by becoming a full fledged bank. COF acquired a series of regional banks starting in 2004, and currently securitized debt is only 1/10 the amou...

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