Carvana – Do You Believe Their Financial Statements? 2-22-25
In this episode, Scott Becker discusses Carvana’s recent stock decline and questions the company’s financial transparency, comparing its earnings management tactics to past corporate strategies.
RH Stumbles & I Can’t Help but to Cheer 2-22-25
In this episode, Scott Becker shares his thoughts on Restoration Hardware’s latest stock dip, reflecting on the brand’s positioning and customer experience.
Hims & Hers Takes it on the Chin 2-22-25
In this episode, Scott Becker discusses the sharp decline in Hims & Hers stock following the FDA’s announcement on the end of a weight loss drug shortage.
The 15 Minute Meeting 2-22-25
In this episode, Scott Becker explores the benefits of 15-minute meetings, a strategy that enhances efficiency, reduces burnout, and improves focus.
Healthcare Private Equity: Trends, Regulations, and Growth Areas with Holly Buckley of McGuireWoods LLP 2-21-25
In this episode, Scott Becker speaks with Holly Buckley, Chair of Healthcare at McGuireWoods LLP, about key trends in healthcare private equity, including new HSR regulations, evolving state laws, and growing investment in healthcare consulting firms. They also highlight the upcoming McGuireWoods Healthcare Private Equity Conference on May 14th.
Simplifying, Categorizing, & Stereotyping – Very Human Behavior 2-21-25
In this episode, Scott Becker explores the natural human tendency to simplify complex issues through narratives, categorization, and stereotypes.
JPMorgan, the IRS and Smoke & Mirrors 2-21-25
In this episode, Scott Becker discusses three key stories: JP Morgan taking a hit despite strong leadership, the IRS facing job cuts amid concerns over government inefficiency, and the increasing trend of companies using “smoke and mirrors” to explain weak earnings.
A Mountain Man, a Skokie Person, and a Canadian 2-21-25
In this episode, Scott Becker takes a lighthearted look at the unique personalities in one of his text threads.
Walmart, UnitedHealthCare & Facebook 2-21-25
In this episode, Scott Becker breaks down the latest market movements, including Walmart’s slowdown warning, UnitedHealthcare’s sharp drop amid a DOJ investigation, and Meta’s continued stock surge.
Shake Shack + 5 Losers 2-20-25
On a down day for the market, Scott Becker breaks down Shake Shack’s surprising stock surge and five big losers