Becker Private Equity & Business Podcast
Oscar Health, Intel, Walgreens & More 2-19-25
Wed, 19 Feb 2025
In this episode, Scott Becker covers key market shifts.
Chapter 1: What are the key stories covered in this episode?
Chapter 2: What is the market performance of Oscar Health?
This is Scott Becker with the Becker Private Equity and Business Podcast. These are four of the stories that we're following today, four stories, Oscar Health, Oatly, and a lot more. So first, I'll give you two healthcare stories, or really maybe three even. Oscar Health jumped 17.7% yesterday. It had great 2024 earnings. It's outperformed the insurance sector really well.
Chapter 3: How has Teladoc Health fared in recent market shifts?
Second, Teladocs, which is one of the huge COVID winner, Teladoc Health, dropped 8.5% yesterday. Seven Wire Ventures, Glenn Tolman, were part of the brilliant leadership and founding team of that company, Teladoc. So we've got so far, Oscar Health, insurance company run by Mark Bertolini, the former CEO of Aetna, and Teladoc Health, also one of the big COVID winners, dropped 8.5% yesterday.
A couple of things that happened. Intel and Walgreens, which were huge losers yesterday. If you had to show the big losers for stocks, they would have been on it last year. Walgreens jumped 14% yesterday. Intel jumped 16%. Intel is now up 36% year-to-date, and Walgreens is up 18% year-to-date. So both of those are covering well from last year. Finally, Oatly. Oatly produces that oat milk.
They dropped 12.5% yesterday. Growth has slowed for a lot of these plant-based food companies. But notwithstanding that, it's a minor correction. Their stock has absolutely skyrocketed over the last year or two. So that's what we got going on this morning. Teladoc dropped yesterday. Oscar Health way up. Walgreens Intel rebounding well.
And the boom may be off the rose on some of the plant-based food companies. We'll see how that goes. Oatly itself dropped 12.5% yesterday. Thank you for listening to the Becker Private Equity and Business Podcast.