Large Private Equity Funds Double Down on Healthcare 8-13-24
In this episode, Scott Becker discusses the major moves in healthcare by large private equity funds, including the Carlyle Group’s bid for Baxter’s kidney care unit and Bain Capital’s significant investment in India. He also highlights the importance of leadership transitions with insights on the Chipotle CEO’s shift to Starbucks.
Leadership Matters – The Chipotle to Starbucks Story 8-13-24
In this episode, Scott Becker discusses the significant market reactions to the Chipotle CEO’s move to Starbucks, illustrating the profound impact leadership can have on company value. He explores the debate over CEO compensation and shares personal insights on effective leadership transitions.
5 Business News Stories We Are Following This AM 8-13-24
In this episode, Scott Becker discusses five key stories, including the impact of leadership changes at Chipotle and Starbucks, the latest PPI data, investor behavior, and the economic challenges as Americans face dwindling disposable cash.
Private Equity’s Next Moves: Insights from Matt Wolf of RSM 8-12-24
In this episode, Matt Wolf of RSM discusses the current private equity landscape, highlighting the impact of interest rates, economic indicators, and the resurgence of deal activity. With a focus on the outlook for 2024 and beyond, Matt shares valuable perspectives on what investors can expect in the evolving market.
Grindr & Bumble – A Tale of Two Cities 8-12-24
In this lighthearted episode, Scott Becker explores the stark contrast between the stock performances of dating apps Grindr, up 32%, and Bumble, down 60%, highlighting the divergent outcomes in today’s market.
18 Quick Notes 8-12-24
In this episode, Scott Becker covers a whirlwind week in the markets, key insights on stock performance, including Amazon and Rivian, and shares lessons learned from recording his new audiobook, “The Entrepreneur’s Edge.”
NVIDIA & FOMO 8-10-24
In this episode, Scott Becker delves into NVIDIA’s dramatic stock performance, highlighting its 2600% growth over the past five years despite recent declines. He also touches on the emotional rollercoaster of FOMO for investors who missed out, and provides insights on other major business moves, including Warren Buffett’s latest stock sales and significant job cuts […]
Tesla Rocks Then Rolls 8-10-24
In this episode of the Becker Private Equity and Business Podcast, Scott Becker discusses Tesla’s volatile stock performance, from a remarkable recovery to a sharp decline. He also delves into Warren Buffett’s unexpected decision to sell shares of Bank of America and Apple, marking a shift in his usual long-term holding strategy.
Job Cuts – Intel, Cisco Systems, & Paramount Global Double Down 8-9-24
In this episode Scott Becker discusses the significant job cuts announced by Cisco Systems, Intel, and Paramount Global as they grapple with financial challenges. With stock prices plummeting and credit ratings downgraded, these companies are taking drastic measures to navigate tough times.
Rebound Day – Nine Quick Notes 8-9-24
In this episode, Scott Becker discusses the recent market rebound, key earnings reports, and major write-offs from companies like Warner Brothers Discovery and Paramount Global. Plus, a look at standout performances from Zillow, Under Armour, and Eli Lilly.