CAPITAL ONE FINANCIAL CORP COF

SMStock Moe104d ago

BULL$COF

net interest margin widens with rising rates

I see Capital One as a smaller Berkshire exposure (noted as ~0.4%) that could still benefit from rising rates through wider credit card net interest margins, though its position size implies less portfolio impact.

Capital One's credit card portfolio gains directly from wider net interest margins as rates rise, though its small ~0.4% Berkshire weighting limits broader portfolio impact relative to larger financial holdings.