Jon Quast

Good companies will pull these off.

In a time like this, when investment banking is strong, hey, great, they can get better access to capital and make some deals happen.

But

Again, other companies with slowing growth can make some bad acquisitions and in the end destroy shareholder value.

I think, once again, having that suspicious eye, having discretion as a shareholder is important.

One deal that I'm looking at under a microscope right now is Mobileye in its $900 million acquisition of Menti Robotics.

Look, I get the big picture idea with vertical integration and robotics in this real-world application, perhaps a big trend over the next decade, humanoid robots.

But is this a value creation deal?

Is this the right deal right now for Mobileye?

I'm not convinced yet.

I'm still thinking about it.

So I think it's important for investors to similarly evaluate M&A deals right now.

One person who is very excited about this idea of capping credit card rates is Sebastian Simitowski.

He's the founder and CEO of buy now, pay later company Klarna.

Not exactly a neutral party.

He does have incentive to see this.

Listen, he's actually publicly advocating for a 0% cap on credit cards going even further.

This would

in theory, benefit a company such as Klarna, which is why he's very excited about it.

You look at Buy Now, Pay Later, it's 0% interest over 12 months.