In this episode, Scott Becker breaks down year-to-date performance for nine key stocks including Tesla, KKR, Palantir, Walgreens, and more.
Chapter 1: Who is Scott Becker and what is this podcast about?
This is Scott Becker with the Becker Private Equity and Business Podcast. Again, if you're the first person to text me on this, I'll send you a $100 Amazon gift certificate. That text number is 773-766-5322. These are nine of the stocks that we follow in fasting, and we'll tell you what they're doing year to date.
Chapter 2: What are the year-to-date results for major private equity stocks?
Chapter 3: How has Tesla performed year-to-date?
Chapter 4: What is the status of Walgreens and the impact of Sycamore Partners' deal?
Chapter 5: How is UnitedHealthcare performing year-to-date?
First, two of the big PE stocks, KKR is down 30% year to date, and Apollo Global Management is down 24% year to date. Third, Tesla, down 37% year-to-date. Everybody seems to follow Tesla. Fourth, Walgreens, after a horrible year last year, is up 16% year-to-date. That's largely based on the deal where Sycamore Partners is buying Walgreens. Fifth, UnitedHealthcare is up 16% year-to-date.
They were down last year. This year, all the payers are getting a boost from improved payments from Medicare Advantage from the Trump administration. Next, Palantir Technologies, the company Peter Thiel bought. It's one of the few companies I've invested in individually, which I should never be investing in anything individually, is up 22% year-to-date.
America Express, another stock we followed that I think if I was going to invest in individual stocks, it's going to do, is down 14% year-to-date. FTI Consulting, where a close colleague just went to work. down 13% year-to-date, but that's run-of-the-mill for the consulting firms.
And finally, ninth, Alliance Bernstein, where one of my favorite all-time money managers works, is up almost 2% year-to-date. Those are nine of the stocks that we follow. Thank you for listening to the Becker Private Equity and Business Podcast. We're back with you later with more episodes, and thank you so much for listening. Thank you.