Becker Private Equity & Business

In this episode Scott discusses:

Futures point up today on all three indexes.

The ten year treasury yield lost ten plus basis points yesterday.

Traditional auto manufacturers got slammed on profits due to manufacturing slowdowns.

Boeing continues to struggle as it has delays in delivering it's Dreamliner.

McDonald’s sales surge.

Spotify grows quickly.

In this episode Scott Becker shares 3 notes on Pitchbook reporting that US private equity deal making has had a record year.

In this episode Scott Becker discusses 5 notes on Microsoft’s incredible results.

In this episode Scott Becker shares 6 points on the recent Alphabet/Google revenue surge.

In this episode Scott discusses:

Alphabet/Google Revenues Surge. Google revenues rose 41 percent and the company finished the 3rd quarter with $65 billion in revenues and $21 billion in profits.

The margins at Microsoft remain incredible.

The major indexes largely hit records Tuesday but futures point slightly down today.

The Scott Becker Private Equity & Business Podcast had a record month of downloads this month.

The Becker's Healthcare podcast is also on track for a record month of downloads.

Beckers Healthcare to host the CEO + CFO Roundtable in November and thrilled to launch the Health IT + Digital Health Podcast shortly.

Pitchbook reports that US PE deal making has had a record year with $787 billion in deals and investments. Exits are at $638 billion and fundraising remains very healthy.

Apollo had assets under management of $471 billion at the end of the 2nd quarter. It will release 3rd quarter results and numbers next week.

In this episode Scott Becker discusses Blackstone hedge funds. The head of Blackstone hedge funds, John McCormick, is leaving and this will leave Joe Dowling as the sole head of the group. The group is a $50 billion dollar group and has generally underperformed the market. Famously the Blackstone CEO has pulled some of his money from the fund.

In this episode Scott Becker does a deep dive into private equity dividend recapitalizations. They hit a record this year at $58 billion plus. These allow owners of a PE sponsored company to take dollars off the table through a dividend but saddle the company with more debt. Yields on these loans are at historic lows.

In this episode Scott discusses:

Stock futures point up this morning and have recovered from September losses.

Tesla reaches $1 trillion in market cap on the heels of Hertz ordering 100,000 cars from Tesla.

Facebook records revenues of $29 billion and $9.19 billion in profits.

The ten year treasury yield opens at close to 1.635 today.

Private equity dividend recaps hit a record this year at $58 billion plus.

The Blackstone head of hedge funds John McCormick is leaving, and this will leave Joe Dowling as the sole head of the group.

In this episode Scott discusses:

Futures point slightly up this AM.

The 10 year treasury bond opens at 1,65.

Used car prices have risen 37 percent over the last 12 months.

Alibaba shares sank $344 billion this past year.

Burger King and Tim Hortons sales jumped 7.9 percent and 8.9 percent respectively.

Blackstone records best quarter ever.

Goldman Sachs Gives CEO and President $30 million and $20 million in restricted stock grants.

In this episode Scott discusses:

Stock futures are mixed with the S&P up and the Nasdaq slightly down.

The 10 year treasury yield reaches 1.67 percent.

New jobless claims came in at 290,000.

Portillos, a Chicago favorite, went public.

Intel is down as it tries to reclaim its dominance.

Chipotle continues to knock it out of the park.

Snapchat falls.