In this segment of The Motley Fool's everything-financials show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss the recent quarterly earnings from Citigroup and revisit the long-term investing thesis.

David points to the danger of the business being spread too thin and becoming susceptible to various issues, while Matt discusses the impressive capital cushion the bank has built over the last several years and why he is starting to become a believer.

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David Hanson has no position in any stocks mentioned. Matt Koppenheffer owns shares of Bank of America. The Motley Fool recommends Bank of America and Wells Fargo. The Motley Fool owns shares of Bank of America, Citigroup, and Wells Fargo. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.