Shares of Capital One Financial (NYSE: COF ) have been an excellent performer over the past year, gaining 25% thanks to better-than-feared credit costs and optimism around its Discover ( DFS ) acquisition. Shares have even regained most ofOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me kno ...