Becker Private Equity & Business

In this episode, we are joined by Maxwell Nee, Managing Partner, Head of Australia, Oeno Group. Here, he discusses his entrepreneurial work with making alternative investments in wine and whisky.

In this episode Scott Becker discusses where to invest when inflation is on the rise.

In this episode Scott Becker shares 5 quick notes on Amazon.

Amazon is searching for direction. While on one hand it has been cutting brick and mortar stores the last 2 plus years, it's CEO says it still plans to "go big" on grocery stores.

Another analyst advises it should more fully aggressively focus on its strengths: Ecommerce, AWS, and, I assume, streaming along with prime.

Amazon is down 35% over the last year, but up 18% YTD.

Its PE ratio is currently 99.54.

Amazon is the 4th largest firm by market cap and 2nd by revenues. It's annual revenues now approach

In this episode Scott Becker discusses the following stories:

The markets jumped yesterday on hopes that today's inflation report would show slower increases in inflation.

The Nasdaq was up 1.5% yesterday, the S&P 500 up 1.2%, and the Dow up 1.1%.

Stocks fell last week as the Fed indicated there is more work to do to cut inflation.

Futures are slightly up this AM.

Ford announced it is cutting 3,800 jobs in Europe.

Twilio announces it is cutting 17% of its work force.

Amazon is searching for direction.

The Cannabis ETF is down 62.48% over the last year.

The 10 year treasury yield is at 3.71%. The 1 year at 4.93%.

Bitcoin is at $21,700, down 49% over the last year.

Oil is at $79 a barrel.

And more!

In this episode Scott Becker shares 4 quick points on inflation after the CPI report came out higher than expected.

This episode features Phil Burton, Managing Partner, at DHR Global & Founder of InHuevation. Here, he talks about InHUEvation - a social enterprise designed to break down barriers for people of color in healthcare, innovation, technology, and venture capital.

This webinar will discuss the outlook for VC in Healthcare for 2023 and will focus on the following key topics:

Trends in venture capital investing last year and this year.

What areas the panelists are excited about and see the most interest in.

What areas the panelists are not interested in or see little interest in.

What is most interesting to the panelists currently.

Panelists include:

Robert Groves, Executive Vice President & Chief Medical Officer at Banner|Aetna

Dave Davies, Principal at EY-Parthenon

Trishul Kapoor, Serial Founder | Investor | Faculty at University of Michigan

Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM US LLP

Moderated by Scott Becker, Partner at McGuireWoods, Publisher at Becker’s Healthcare, Board Member & Author

In this episode Scott Becker discusses how the most fun spot in business, in sports, in coaching, or mentoring others is when prodding through things and then starting to see pathways to clearer success. See great talent and back up the trucks to support that talent. A lot of shout outs to be made here. When you find exceptional people, finding ways to support the heck out of them and doubling down on them. The same in business and other activities.

In this episode Scott Becker discusses the importance of knowing when it is time to hang it up. This podcast is instigated by a horrendous sports beating and metaphorically applies to business too. Whether Tom Brady, Bob Iger, Howard Schultz, or so many others, one of the great questions is when to step back from a specific role or job. These people play this out on a national or world stage. All of us play it out in different roles and situations.

In this episode, Scott Becker discusses how valuations are a mix of two key things. Earnings and multiples. Right now, earnings are coming in a little lower as companies still are dealing with head counts and overall inflationary costs. Further multiples tend to overall move down as interest rates go up. A stronger market rebound will likely occur as earnings stabilize and as multiples stop falling (i.e. as rates stop going up).