Becker Private Equity & Business

In this episode Scott Becker shares 4 quick notes on Chipotle.

Chipotle reported great overall results but missed estimates and the stock fell 6% pre-market.

Income up 68% YOY in 4th quarter to $223.7 million.

Revenues up 11%, earnings per share missed estimates.

Chipotle Mexican Grill Higher prices, same store sales up 5.6% and higher labor costs.

In this episode Scott Becker shares 6 key thoughts on Zoom.

Zoom to lay off 1,300, 15% of workforce.

Zoom Overall a very profitable company.

It’s next earnings call is Feb 27th.

Stock jumped nearly 10% on news of cutting head count.

It’s stock is down nearly 40% over the last year.

And more!

In this episode Scott Becker shares some thoughts around the importance of recovery and rest in order to truly reach peak performance.

In this epiosde Scott Becker discusses:

Markets climbed yesterday after remarks from Fed Chair Jerome Powell.

Futures point down this AM.

eBay laying off 500.

Zoom to lay off 1,300, 15% of workforce.

Chipotle reported great overall results but missed estimates and the stock fell 6% pre-market

Biden takes aim at share buybacks, an economic policy that makes little economic sense.

One theme of today's podcast is recovery, rest and sharpening the saw and its need whether in business, sports, or life.

Microsoft is like Apollo Creed and back at it to fight Google in the search engine game.

Bed Bath & Beyond drops 48% yesterday.

Bitcoin stable at $23,165.

The 10 year rises to 3.67%, the 1 year to 4.89%.

Oil at $78 a barrel.

And more!

In this episode, Scott discusses CVS nearing a $10.5 billion acquisition of Oak Street Health.

In this episode, Scott discusses 12 quick market updates we are following today.

1. Nasdaq and S&P 500 futures point slightly up this am. Dow futures point slightly down.

2. The markets fell again yesterday. The Nasdaq down 1% and the S&P 500 down .61%.

3. Boeing to cut 2000 white collar jobs. Reuters.

4. Dell to cut 6600 jobs, approximately 5% of its workforce.

5. CVS close to buying Oak Street Health for $10.5 billion. CVS-Aetna the 5th or 6th largest firm in the US by revenues at $313 billion plus.

6. Bed Bath and Beyond stock jumped 92% yesterday and then fell nearly 25% in pre market trading.

-And more!

This episode features Matt Wolf, Health Care Senior Analyst and National Health Care Business Valuation Leader at RSM. Here, he discusses the macroeconomic interest rate cycle and how private equity would be affected if a recession were to happen.

In todays shoutout of the day Scott Becker spotlights Elon Musk

In this episode Scott Becker shares 4 quick notes on Apple:

Sales declined 5% in the 1st quarter of 2023 to $117 billion from $124 billion.

Profits fell to $30 billion from $34.6 billion.

The biggest categories of revenues are iPhone - 56.1%, Services - 17.7% and Wearables - 11.59%. iPads are next.

Apple stock rose Friday on a solid profits picture. The stock is down nearly 11% over the last year.

In this episode Scott shares 4 quick notes on Amazon.

Net loss 2022 of $2.7 billion compared to profit of $33.4 billion in 2021.

Cut 67,000 jobs in 2022.

Stock fell 49% in 2022 and 8.43% Friday.

Net sales grew 9% and AWS sales grew nearly 20%.