Becker Private Equity & Business Podcast
8 Stories We Are Following This Morning 1-29-25
Wed, 29 Jan 2025
In this episode, Scott Becker shares a market update & more.
Chapter 1: What stories are being followed this morning?
This is Scott Becker with the Becker Private Equity and Business Podcast. We try to make sure you're learning something, we're learning something, and that you're entertained some as well. Here are eight of the stories that we're following this morning. We might give you a couple postscripts as well.
Chapter 2: How did the market perform yesterday?
First, the market staged a good rebound yesterday, enough that I wasn't too scared to check the portfolio. Bad days in the market to me, are akin to not wanting to go on the scale after bad eating days. We often avoid it, today at least better or yesterday better. So I looked at the portfolio, not that bad. Futures were fairly flat early, now down this morning. We'll see how that goes.
Chapter 3: What news is there about Surgery Center Partners?
Chapter 4: What insights are shared about General Motors?
Second, surgery center partners and surgery partners, a really well-run outpatient and short-stage surgery operator, jumped 21% yesterday, basically on news of a deal with Bain Capital. Bain is one of the great healthcare investors, just great at what they do. Third, we did a podcast yesterday on General Motors. GM, don't go wobbly on me. And this is the beauty of corporate accounting.
They said they had record pre-tax profit, excluding one-time items. But real net income dropped 41%. All of us are skeptical of corporate accounting. They dropped 9% yesterday, or nearly 9%. Fourth, Boeing recorded an $11.83 billion loss in 2024 and a $14.3 billion cash burn. That's just horrific. Let's hope they get it back together. Fifth is the seven biggest market cap stocks.
The order very quickly, we've got a separate podcast in this, is Apple, Microsoft, Nvidia, Amazon, Google, MetaFacebook, and Tesla. Sixth, JetBlue tanked 25% yesterday. 2024 ended fine, but forecasts for this year are down. I've got R spelled wrong in the actual newsletter, but R down, they are down. Seventh, we're officially shutting down the Becker Business Minute podcast.
And this is partly the effort to commit to one of the things I talk about regularly, which is double down on things or abandon them. Doubling down on Becker Private Equity and Business, which is hitting record downloads, record advertisements, record rankings. Becker Business Minute not doing so well. We're going to focus all the effort on Becker Private Equity and Business.
Eighth, if your company's ever interested in doing a sponsored business-to-business webinar on Becker Private Equity and through our channels, 773-766-5322. Good news is we're completely sold out for the next month or two, but we'd love to try and find a way to fit you in. Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very, very much.
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