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UnitedHealthcare Takes it On the Chin Again 7-25-25

In this episode, Scott Becker discusses the mounting challenges for UnitedHealthcare, including a Department of Justice investigation into its Medicare Advantage billing and a 50 percent stock drop over the past year.

hims & hers Keeps Soaring 7-24-25

In this episode, Scott Becker highlights the impressive rise of hims and hers, up 140% YTD, driven by sharp leadership and strategic international expansion.

Chipotle Needs to Go Back to the Drawing Board 7-24-25

In this episode, Scott Becker discusses Chipotle’s recent decline following the exit of former CEO Brian Niccol, highlighting disappointing earnings, falling sales and traffic, and a sharp drop in stock performance.