Capital One

includes Capital One Shopping

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Apr 29, 2025 by Cliff Sosin · said 18 times in 4 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Patrick O'Shaughnessy (7), Cliff Sosin (4), Karim Atiyeh (3), Graham Weaver (2), Alex Sacerdote (2)

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Everything said about Capital One, oldest first

Apr 29, 2025 neutral
Assertion Supported
Sosin: Capital One saw auto originations drop 50% after pricing to reality
“Capital One also priced to reality because they're smart. They saw their auto originations fall 55 zero percent.”
Cliff Sosin Apr 29, 2025 ▶ 1:18:19 Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview · Invest Like The Best
May 27, 2025
Disclosure
Graham Weaver funded early acquisitions using 0% credit card transfer checks
“These were like half a million of EBITDA businesses that I bought for two million. The seller would finance one million. Then I, they had some equipment. So I get the equity, literally get the equity down to like a hundred grand, which I also didn't have. So P…”
Graham Weaver May 27, 2025 ▶ 23:24 How Graham Weaver Turns Recent Grads Into CEOs · Invest Like The Best
Oct 21, 2025 negative
Opinion
Atiyeh: Most consumer cards are identical products marketed differently
“Frankly, to this day, a lot of the consumer card products still fail like different versions of the same product, just marketed differently.”
Karim Atiyeh Oct 21, 2025 ▶ 37:44 The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
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