Capital One: Discover Acquisition Unlocks EPS Inflection

Core Insights - Moretus Investments L.P. focuses on identifying deeply undervalued businesses trading significantly below their intrinsic value [1] - The firm has a disciplined, fundamentals-driven investment approach that has historically produced exceptional returns, exemplified by an early recommendation of Carvana at $5, which yielded a 50x return within two years [1] - The Chief Investment Officer's background includes experience as a Private Client Advisor at Saxo Bank and working on the equity desk at Bloomberg, which has refined the investment approach at Moretus [1] Company Strategy - Moretus Investments aims to share practical, actionable insights for long-term investors seeking compelling value opportunities amidst market fluctuations [1] - The investment philosophy emphasizes constructing robust, tailored portfolios for high-net-worth individuals, leveraging insights from successful asset managers [1]