4 Comments
User's avatar
Ben Alexander's avatar

lol the polar bear

Expand full comment
bill hinton's avatar

The combination of Capital One and Discover would much smaller than Visa and MasterCard; and more inline with Amex would there be other aspects concerning regulators?

Expand full comment
Helmut Stonegaarden's avatar

depends on the incentives of the major political class shareholders.

look at the recent example with JetBlue not being allowed to take over Spirit even though American/United/Southwest/Delta are all bigger than the combined $JBU/$SAVE airline.

Take a look at why JBU and SAVE merger did not go through, what you may find should not be surprising and is probably a precedent for denial of CapOne and Discover. Maybe..?

Expand full comment
The Pareto Investor's avatar

Good read! What is your view on AI debacle?

Expand full comment