Becker Private Equity & Business

In this episode Scott Becker discusses the concept of Sales vs Execution. He dives into the importance of a company being great at both sales and delivering on promises offered to their clients during the sales process.

In this episode Scott Becker discusses:

Futures point up this AM for the first time in what seems like a while.

Markets fell yesterday with the Dow down .70%, the Nasdaq down .10%, and the S&P 500 down .30%.

The 10 year yield is right around 3.91% and the 1 year is around 5.03%.

GM announced it is cutting jobs to try and become more profitable.

Rivian reported that it lost $4.3 billion last year.

President Biden says he intends to raise taxes in his next budget proposal.

The student loan relief effort is in front of the Supreme Court.

Goldman was down nearly 4% yesterday.

HP saw sales drop nearly 19% in the last quarter.

And more!

In this episode, Scott discusses seven key points about Berkshire Hathaway's recently released reports.

In this episode, Scott shares key points from the annual Bane Reports that were released today.

Markets had their worst week of the year this past week. The Dow and S&P 500 were down around 1% Friday and the Nasdaq 1.69% This capped off a bad week in the markets.

The futures point up this AM.

The S&P 500 remains up 3.82% YTD and the Nasdaq 9.7%. The Dow is now down nearly 1% year to date.

For people that make more than $250,000 a year, 60% plus drive Toyotas, Honda and Fords rather than luxury cars.

WSJ reports that PE activity could rebound in the 2nd half of 2023.

Twitter is cutting more jobs to try to get to profitability.

New reports show what both conspiracy and non-conspiracy theorists pretty much knew or suspected. Covid likely came from a lab leak.

And more!

In this episode Scott Becker discusses the 7 largest companies by market cap:

Apple

Microsoft

Google/Alphabet

Amazon

Berkshire Hathaway

Tesla

Nvidia

In this episode Scott Becker discusses the pros and cons of investing in individual stocks as compared to index funds or mutual funds 2-24-23

In this episode Scott Becker discusses:

There is a lot of volatility in individual stocks.

Domino's Pizza fell 12% yesterday on lowering demand for pizza delivery.

Wayfair dropped 23% as they reported a huge loss of customers.

Nvidia rose 14% yesterday.

Beyond Meats rose 13%.

Warner Bros, Discovery dropped 5% on the reporting of a large revenue loss.

Stock indexes are falling sharply today after a core inflation report came in higher than expected.

GDP was revised down slightly for the 4th quarter.

See Fed rate policy is shaking up world of debt" - WSJ.

The consequences of higher interest policy are starting to be seen throughout the economy. The Fed can't reduce inflation alone unless it drastically raises rates. This is a sub optimal solution.

And more!

In this episode Scott Becker discusses how stocks are getting hammered on higher than expected inflation news and how the Fed will respond.

In this episode Scott Becker discusses how more and more big investors are saying to expect a hard landing with the economy.