In short: Cited by David Hay as one of Sy's past winning ideas — the big bank down in Puerto Rico — alongside A-Mark and Allstate, evidence of his track record of "great ideas" in financials.
Popular, Inc. is the largest bank in Puerto Rico (Banco Popular). It comes up here as one of Sy's past winning stock picks — David Hay lists it alongside A-Mark and Allstate as evidence of Sy's long track record of good ideas in the financial sector — rather than as a fresh, freshly-argued call in this webinar. It's included because Sy is on record liking it.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.