Watch House of Guinness on Netflix. “Ideas are a commodity. Execution of them is not.” Michael Dell. I’m golfing with a guy who beat me once all summer and now thinks he is Tiger Woods. Delusional.

Thrilled to see the Becker Business Media Becker PE podcast pass 8 MM downloads. Thankful to feature each Ted Widen as founder of the month and I loved getting to interview Sai Huda, Founder and CEO of CyberCatch. Thrilled to interview Becker Business Media CEO of the month and brilliant

Peloton dropped more than 12% yesterday and is down 16% YTD. Starbucks dropped 5% Monday and is down nearly 11% YTD. Brian Niccol is trying to work his magic. The Big EV makers. Lucid dropped 8.37% yesterday and is down nearly 28% YTD. Tesla dropped more than 4% yesterday and

Coatue, one of the nation’s moat successful hedge funds, sold shares of Amazon and bought shares of CoreWeave. The Motley Fool Coatue sold nearly 596,100 shares of Amazon and bought 3,300,000 shares of CoreWeave, a stock backed by Nvidia. Billionaire Philippe Laffont, the portfolio manager at Coatue Management, is one

Stocks point up this am after giving up ground yesterday. “US stock futures marched higher on Wednesday as Wall Street waited for the latest Federal Reserve minutes to provide hints to future policy amid a shutdown-driven dearth of data.” Yahoo Finance. Federal Workers Go Unpaid, Adding Pressure to End Government

Two of my favorite concepts Mel Robbins “Let them”. Don’t water dead plants. PS.  Thank you to the Becker’s Healthcare team for a tremendous conference week. Next up the 31st Annual ASC Meeting October 16 to 18. A remarkable week. Great to see the one and only Jacquelyn Stone.  Made

Private equity backed companies own nearly 8.5% of hospitals in America and employ around 6.5% of all drs. A couple of the PE backed hospital chains like LifePoint are very well run. The concept that PE is the main problem in health care is a big distraction. It’s a pimple

The Becker Private Equity and Business Podcast ranks 1st in the Apple business News rankings this week.  Becker Business Media Becker Private Equity and Business Wall Street Breakfast WSJ’s Take on the Week Bloomberg’s Daybreak WSJ Minute Briefing To learn about sponsorship opportunities, reach Caitlin Grant or Lauren Eskenazi.

Company Performance & Stocks Digital Health Hinge Health the digital physical therapy platform is performing well and jumped 8.3% yesterday and is up 33% this year. Data & Analytics / AI Palantir Technologies is now up nearly 150% YTD. E-Commerce & Cloud Amazon is not seeing AI like valuations and

Venture Capital is investing heavily in businesses that are AI driven and related. 60% of funding this year is focused on AI related business. See “AI startup valuations raise bubble fears as funding surges”

The markets keep rising despite the government shutdown.

Prescript and apropos of nothing the Cubs won their first playoff series since I think 2017 or so.

Technology Intel is up 77% YTD. Nvidia is up 34% YTD. Palantir is up 133% YTD. Klarna Crashes Below IPO as Rivals Soar–What Just Happened? GuruFocus, LLC. We are investors in Klarna and I would love to understand why it’s down 12%+ since going public. Bah humbug. Astera Labs is

Sports and media business veteran Matt Rizzetta is opening private-equity firm Underdog Global Partners to focus on investing in sports, real estate and media intellectual property. The Wall Street Journal Every middle aged man (and I assume many middle aged women) want to be investors in a sports team (and

Americans have more of their assets in the stock market than ever before. They are more exposed than ever to a market slump. CNN Direct and indirect stock holdings accounted for an all-time high of 45% of households’ financial assets in the second quarter, according to Federal Reserve data. The