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Capital One Applies for a Credit Card

Feb 20, 2024 ()

Capital One wants Discover for a $35 billion dollar all stock deal.

(00:21) Ricky Mulvey and Jim Gillies discuss:
 - How a merged Capital One and Discover would compare to the big banks.
 - The investor reaction to the proposed merger.
 - Home Depot’s earnings.
 - The end of an activist story at a company that makes garden rakes.

Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.

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Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON

Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann
Producer: Mary Long
Engineers: Dan Boyd, Jim Gillies
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