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Financial experts Ricky Mulvey and Jim Gillies discuss Capital One's potential acquisition of Discover, the investor reaction, Home Depot's earnings, and an activist story. Robert Brokamp and Alison Southwick chat with Jason Moser and Bill Mann about missed investment opportunities and emotional stock investments.
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- Capital One's acquisition of Discover aims to boost scale and leverage investments for growth.
- Home Depot's shift to cash cow strategy led to stable returns despite slow store growth.
Deep dives
Capital One's $35 billion all-stock deal to acquire Discover
Capital One is set to acquire Discover in a $35 billion all-stock deal. The move is intended to help Capital One scale up, as Discover is the smallest of the four major US global payment networks. The acquisition will give Capital One access to a payment network and allow them to leverage their investments for future growth. However, some Capital One shareholders have expressed dissatisfaction with the deal, despite the potential synergies and increased scale it offers. The acquisition will likely face regulatory scrutiny, but the overall sentiment is that it will eventually be approved.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode