Episodios

  • Deckers Outdoor: The Good, the Bad, & the Ugly 7-25-25

    Deckers Outdoor: The Good, the Bad, & the Ugly 7-25-25
    Jul 25 2025
    In this episode, Scott Becker discusses Deckers Outdoor’s 17% stock jump on strong Ugg and Hoka sales, though long-term challenges remain.
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    1 m
  • Centene Gets Crushed Again 7-25-25

    Centene Gets Crushed Again 7-25-25
    Jul 25 2025
    In this episode, Scott Becker discusses Centene’s steep 9% stock drop following disappointing second quarter earnings.
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    1 m
  • UnitedHealthcare Takes it On the Chin Again 7-25-25

    UnitedHealthcare Takes it On the Chin Again 7-25-25
    Jul 25 2025
    In this episode, Scott Becker discusses the mounting challenges for UnitedHealthcare, including a Department of Justice investigation into its Medicare Advantage billing and a 50 percent stock drop over the past year.
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    1 m
  • Intel & Andy Grove is Turning Over in His Grave 7-25-25

    Intel & Andy Grove is Turning Over in His Grave 7-25-25
    Jul 25 2025
    In this episode, Scott Becker reflects on Intel’s decline from industry leader to a struggling competitor.
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    1 m
  • My Golf Game Sucks (Part 132) 7-25-25

    My Golf Game Sucks (Part 132) 7-25-25
    Jul 25 2025
    In this lighthearted episode, Scott Becker shares the highs and lows of his recent golf outings.
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    2 m
  • Strategic Planning Insights from Amber Walsh of McGuireWoods 7-24-25

    Strategic Planning Insights from Amber Walsh of McGuireWoods 7-24-25
    Jul 24 2025
    In this episode, Amber Walsh, Executive Committee Member at McGuireWoods LLP, discusses ideal planning timeframes, the importance of flexibility, and how strong implementation is often the key to long-term success.
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    9 m
  • hims & hers Keeps Soaring 7-24-25

    hims & hers Keeps Soaring 7-24-25
    Jul 24 2025
    In this episode, Scott Becker highlights the impressive rise of hims and hers, up 140% YTD, driven by sharp leadership and strategic international expansion.
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    1 m
  • Tesla Misses Earnings but Holds Steady 7-24-25

    Tesla Misses Earnings but Holds Steady 7-24-25
    Jul 24 2025
    In this episode, Scott Becker covers Tesla’s recent 6% stock dip following missed revenue and earnings expectations.
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    2 m