We look mainly at private equity transactions and our strategy is around investing alongside financial sponsors, explains Marino Marin, Managing Principal, MC Square Capital. He discusses the Kohl's (KSS) takeover possibilities. He says they have been watching the technology sector. He discusses fading consumer strength. He says signs that the American consumer is less resilient are starting to appear, and the picture is not very pretty. He points out that Apple (AAPL) is scaling back production, as a result. He discusses the ongoing issues of supply chain and inflation.
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