Episodios

  • Microsoft Gets Crushed 1-29-26

    Microsoft Gets Crushed 1-29-26
    Jan 29 2026
    In this episode, Scott Becker explains Microsoft’s roughly 12% drop despite solid earnings, driven by slower cloud growth and high market expectations.
    Más Menos
    3 m
  • Put the Money Away While Times Are Good 1-29-26

    Put the Money Away While Times Are Good 1-29-26
    Jan 29 2026
    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.
    Más Menos
    3 m
  • Starbucks, Amazon, Apple, & Epic 1-28-26

    Starbucks, Amazon, Apple, & Epic 1-28-26
    Jan 28 2026
    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.
    Más Menos
    6 m
  • UnitedHealthcare Gets Crushed 1-28-26

    UnitedHealthcare Gets Crushed 1-28-26
    Jan 28 2026
    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.
    Más Menos
    2 m
  • How Major Weather Events Shape Healthcare Investing and Dealmaking with Amber Walsh of McGuireWoods LLP 1-27-26

    How Major Weather Events Shape Healthcare Investing and Dealmaking with Amber Walsh of McGuireWoods LLP 1-27-26
    Jan 27 2026
    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.
    Más Menos
    12 m
  • United Healthcare, Google, the 5 Largest Market Cap Stocks, & More 1-27-26

    United Healthcare, Google, the 5 Largest Market Cap Stocks, & More 1-27-26
    Jan 27 2026
    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.
    Más Menos
    3 m
  • Alphabet Google Remains on Fire 1-26-26

    Alphabet Google Remains on Fire 1-26-26
    Jan 26 2026
    In this episode, Scott Becker discusses why Alphabet continues to look like a compelling growth stock ahead of its upcoming earnings report.
    Más Menos
    2 m
  • The Planning Gap: Why Most $1–20M Companies Stall Out with Yarin Gaon of Fractional Partners 1-26-26

    The Planning Gap: Why Most $1–20M Companies Stall Out with Yarin Gaon of Fractional Partners 1-26-26
    Jan 26 2026
    In this episode, Yarin Gaon, Investor and Founder of Fractional Partners, explains why many companies in the $1 to $20 million range stall despite strong traction. He shares how financial and strategic clarity, focus, and the discipline to say no help founders scale profitably and build investable businesses.
    Más Menos
    38 m