Shares of Capital One Financial (NYSE: COF ) have been an excellent performer over the past year, gaining nearly 40%. For all of the fears of consumer credit weakness, Capital One’s credit performance has been solid, and its capital position remains strong. While I remain cautiousOver 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 ...