Becker Private Equity & Business Podcast
11 Stories We Are Following This Morning 2-10-25
Mon, 10 Feb 2025
In this episode, Scott Becker covers the latest market movements, major winners and losers, and key business insights.
Chapter 1: What are the latest market movements?
This is Scott Becker with the Becker Private Equity and Business Podcast. We try and stay to make sure you're learning, we're learning, we're entertained, and a lot more. Here are 11 stories that we're following this morning. First, the markets point up this morning, close to two-thirds of a percent. Friday, in contrast, was a tough day in the markets. Let's hope today holds.
Chapter 2: Who were the big winners in the market?
Second, two of the big winners on Friday were Doximity up 36% and Affirm up 21.8%. So good day for those. Third, two big losers Friday. Newell Brands, sort of Newell Rubbermaid, et cetera, et cetera, down 26%. Skechers, even though featured in the Super Bowl, down almost 13%. Wayfair also took it on the chin on Friday, even though we love Wayfair.
Chapter 3: Which companies faced major losses?
Fourth, Ham's and hers continues to show great growth. It's up 350% over the last year and 75% year to date. They also had a Super Bowl commercial last night about moving into weight loss drugs as well. So fast in there. Fifth, NVIDIA is clawing back. Now only do it down 3.3% year to date. Don't bet against Jensen Wong. Sixth,
Chapter 4: What growth has Ham's and hers experienced?
Our March webinar features Partsoul CEO Dr. Daryl Williams on generative AI. Don't miss this webinar. Brilliant, brilliant guy. Seventh, the biggest companies by revenue. I'll just go through three of them. Walmart and Amazon seem to be switching the one-two spots. It looks like when reporting is done for 2024, it'll be Amazon ahead of Walmart. Second is obviously Amazon.
Chapter 5: How is NVIDIA performing in the market?
Amazon, then Walmart, and then third is UnitedHealth Group. Sorry about that. Finally, Amazon's passed Walmart. Mel Robbins has passed Joe Rogan, but Apple remains the market cap king. The biggest company by market cap, number eight, to Apple, followed by NVIDIA and Microsoft. Ninth, a quick shout-out to brilliant young entrepreneur Bailey Aarons.
Chapter 6: What are the latest updates on major companies like Walmart and Amazon?
Thank you for the great representation from Laura Brown. We're always looking for entrepreneurs that deserve a shout-out. Thank you very, very much. Tenth, a business thought from Alex Hormozy. You can love or hate Alex Hormozy. Here's the business thought. Figuring out what people value most, what they want most, and tripling down on it and ruthlessly eliminating everything else is the way to go.
Really focus on the most important thing that your customers want and stop worrying about everything else. This kind of focus and cutting out of the most important thing, it's similar to the writing by Dr. Jason Selk. It's similar to the writing by Greg McCowan, just right on board. Finally, the 11th, we're so excited for the Becker's Healthcare Annual Meeting, April 28th to May 1st.
Nick Saban, Michael Phelps, Venus Williams, Kevin O'Leary, just a great, great crowd. Thank you for joining us today on the Becker Private Equity and Business Podcast. We'll be back with you shortly with a few other issues and stories. Thank you very, very much.