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In this episode, Scott Becker covers Apple’s $143 billion quarter powered by record iPhone sales, while the stock slipped amid concerns about margin pressure and slowing growth.
In this webinar turned podcast, Molly Gamble joins Scott Becker to share insights into the book they co-authored “Building Great Businesses: Create Momentum, Overcome Setbacks & Scale with Confidence”.
In this episode, Scott Becker shares insights into Microsoft’s sharp stock decline, Meta’s rebound, healthcare payers, Starbucks, the Fed, and more.
In this episode, Scott Becker explains Microsoft’s roughly 12% drop despite solid earnings, driven by slower cloud growth and high market expectations.
In this episode, Scott Becker reflects on why strong income years can create a false sense of permanence and encourages saving early to take full advantage of compounding.
In this episode, Scott Becker highlights Starbucks’ turnaround in customer experience, Amazon’s push to improve margins through layoffs, and how Apple and Epic exemplify the power of relentless, incremental improvement.
In this episode, Scott Becker breaks down UnitedHealthcare’s sharp stock drop, strong recent earnings, and troubling signals including projected revenue decline, rising medical loss ratios, and shrinking Medicare and Medicaid enrollment.
In this episode, Scott Becker speaks with Amber Walsh of McGuireWoods LLP, about the economic impact of major storms, from GDP losses to business disruption, and how weather risk is influencing healthcare investing and private equity diligence.
In this episode, Scott Becker discusses UnitedHealthcare’s drop on lower revenue expectations while Alphabet, Nvidia, and other mega cap tech stocks continue to shape the market narrative.
In this episode, Scott Becker discusses why Alphabet continues to look like a compelling growth stock ahead of its upcoming earnings report.
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