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Middle Coast Investing LLC's investment thesis on Discover Financial ($DFS) — Q4 2023 | Buyside Digest

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$DFSNYSEDiscover Financial

BULL

Middle Coast Investing LLC—DFS

Fund Letter

Q4 2023

Published January 3, 2024

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Discover Financial Services is progressing through its regulatory hurdles by appointing a new CEO, avoiding FDIC fines, and divesting non-core compliant units. These actions clear...

— Daniel Shvartsman

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What other investors think about $DFS, and what else Middle Coast Investing LLC is buying.

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Middle Coast Investing LLCBULL

Pitched Apr 11, 2025

The manager opportunistically traded Discover's stock based on shifting regulatory expectations surrounding its potential acquisition by Capital One. At lower price...

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