Episode Details

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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