Becker Private Equity & Business Podcast
Two and a Half More Stories We Are Following Today 2-6-25
Thu, 06 Feb 2025
In this episode, Scott Becker covers two and a half stories today, including his talk on innovation at University Hospitals, the rise of Peloton and Philip Morris, and Fortune’s latest rankings of underrated and overrated CEOs.
Chapter 1: What are the two and a half stories Scott Becker is following?
This is Scott Becker with the Becker Private Equity and Business Podcast. Today's discussion is two and a half stories we're following today. And I'll give you the first story. The first story is, and this is the half story. I was thrilled yesterday to give a speech at a class that's ran for doctors and nurses on innovation at University Hospitals in connection with Northeast Ohio Medical, Neomed.
Chapter 2: What was the focus of Scott's speech at University Hospitals?
And what a great pleasure. I gave a talk based on the universally famous book, The Entrepreneur's Edge. I say universally famous kind of as a joke because I wrote the book and it's shocking that this universally famous book is available on Amazon for 99 cents. That's the half story we're starting with.
But thank you to Bill Flickinger and Michael Heritakis for having me on at their class on innovation. I'm always looking for speaking opportunities, paid, not paid. We enjoy it. Thank you so much. A couple other stories were found today. First, Peloton, Philip Morris, and Ralph Lauren hitting it out of the park today. Who would have thought Peloton and Philip Morris would be correlated?
Chapter 3: How are Peloton and Philip Morris correlated?
Second, a study, Fortune, does a survey of who is the most underrated and overrated CEOs. Underrated, Satya Nadella, Microsoft, Doug McMillan, Walmart. Those are underrated CEOs, overrated, no shock, Bob Iger. Bob Iger did this, you know, in their company, not him, because he hid, did this horrendous smoke and mirrors earnings call yesterday.
Chapter 4: Who are the most underrated and overrated CEOs according to Fortune?
He said, Streamy's moving in the right direction, et cetera, et cetera. But we're having trouble. And ultimately, the markets didn't buy any of it. And Walt Disney's not killing it today. A couple other companies had a tough time on earnings.
Colliers, who we absolutely love, and one of our close friends at Colliers, and just a genius, they are having a tough time today, but a great, great company. And then Ford is also struggling. I can't comment on whether Ford is great or not, but they are struggling too. Those are a few of the things that we're watching. Thank you for listening. Again, two and a half stories we're following today.
I think that's brilliant because the first one is sort of a bit of a promo on my speaking at this class, which I love, but those are two other stories. Stocks are going up, overrated, underrated CEOs, and throwing it a little bit on Disney there, which is going nowhere, but Bob Iger, one of the most overrated CEOs in the world, but a big ego.
Thank you for listening to the Becker Private Equity and Business Podcast. A special shout out today to my buddy, Andy Goodman. Thank you for being a regular listener. You're the best. Thank you.