Buy COF by Nov 7, 2026.

Are there any bank stocks you hold? Would love to hear the thesis behind them. I'll start: \-Capital One (COF): Pretty undervalued here imo, Discover integration is starting to bear fruit, and the whole subprime exposure narrative is overblown imo \-Bar Harbor Bank (BHB): Small regional bank in New England with strong deposit franchise. 3.6%NIM and ROA 1.3%. Non-interest bearing deposits are 18% of total deposits and increasing