Summary3 min read

Podcast Summary

Podcast: Becker Business
Host: Scott Becker
Episode: 3 of Our Favorite Stocks Take it on the Chin
Date: August 30, 2025

Main Theme

Scott Becker discusses recent sharp declines in the stock prices of three companies—Oracle, Dell Technologies, and Marvell Technologies—that he follows and admires. The episode reflects on the founders of Oracle and Dell, expressing personal admiration, and briefly mentions the significant price drop experienced by Marvell Technologies.

Key Discussion Points and Insights

1. Significant Downturn for Favorite Stocks

Scott highlights three companies that are closely watched and favored:
- Oracle Corporation (Larry Ellison)
- Dell Technologies (Michael Dell)
- Marvell Technologies
Oracle Corporation:
- Founder and long-time leader: Larry Ellison
- Noted for Ellison's innovative yet sometimes controversial leadership style
- Experienced a stock price decline of approximately 6–7% the previous day
- Notable quote:
  
  “Oracle Corporation, founded and ran by Larry Ellison…fell about 6, 7% yesterday.”
  (00:21) – Scott Becker
- Scott expresses personal admiration for Larry Ellison, crediting him as “one of my favorite entrepreneurs.”
Dell Technologies:
- Founder and leader: Michael Dell
- Praised by Becker as "about the best of the best of people and founders and leaders"
- Dell stock dropped about 8% in the same period
- Notable quote:
  
  “Dell Technologies, who I also find Michael Dell to be about the best of the best of people…and founders and leaders, also took another chin yesterday, fell about 8%.”
  (00:38) – Scott Becker
- Becker notes his particular fandom for Michael Dell, describing him as someone with "the heart of gold."
Marvell Technologies:
- Leading chipmaker, though Becker admits he is unfamiliar with the founders, stating,
  
  “I don’t know the founder, I don’t know who they are, so I can’t talk to you about them.”
  (01:15) – Scott Becker
- Marvell endured a steeper decline, down 16% in a single day, called “just a horrendous day in the Marvel Technologies world.”
  
  “They got crushed 16%.”
  (01:21) – Scott Becker

Memorable Moments & Notable Quotes

Personal admiration and a humanized view of tech entrepreneurs:
- “We’re huge fans of Larry Ellison for all his craziness. We’re the biggest fan of Michael Dell, who’s got the heart of gold.” (01:05) – Scott Becker
The host’s candid acknowledgment of not knowing much about Marvell Technologies’ leadership, contrasting with his deep respect for Ellison and Dell, adds a personal touch.

Important Segment Timestamps

[00:21] — Introduction of Oracle and its 6–7% stock decline
[00:38] — Dell’s 8% drop and praise for Michael Dell
[01:15] — Marvell Technologies’ 16% drop and host’s unfamiliarity with founders
[01:25] — Final recap of the three companies’ declines

Tone and Language

The tone is conversational, focused, and personal. Scott Becker emphasizes his admiration for the individual leaders of Oracle and Dell, and candidly discusses the disappointments of the day for these stocks.

Summary Table of Stock Declines

| Company | Stock Decline | Featured Leader | Host’s Commentary | |---------------------|--------------|----------------------|-------------------------------------------------| | Oracle Corporation | 6–7% | Larry Ellison | “One of my favorite entrepreneurs” | | Dell Technologies | 8% | Michael Dell | “The best of the best…heart of gold” | | Marvell Technologies| 16% | Not mentioned | “I don’t know the founder…but they got crushed” |

Scott Becker concludes by thanking the audience and wishing them a good weekend, after a brief but insightful snapshot of notable stock downswings and the entrepreneurs behind them.

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Transcript1 lines

[00:00]
A
This is Scott Becker with the Becker Business Podcast and the Becker Private Equity Podcast. Today's discussion is three of our favorite stocks taken in the chin. So. So here's the deal. Oracle Corporation, founded and ran by Larry Ellison. Why find, notwithstanding some craziness, to be one of my favorite entrepreneurs, fell about 6,7% yesterday. On Friday, Dell Technologies, who I also find Michael Dell to be about the best of the best of people. And founders and leaders, also took another chin yesterday, fell about 8%. And so those are two of the companies that we follow closely, were huge fans and each fell significantly yesterday. Dell down about 8%, oracle down about 7%. And finally, marvell Technologies, the chip maker, took it on the chin yesterday and fell 16%. Just a horrendous day in the Marvel Technologies world. Those are three stocks that we watch closely. We're huge fans of Larry Ellison for all his craziness. We're the biggest fan of Michael Dow, who's got the heart of gold. Each of those took it to the chin yesterday. The Marvel Technologies, I don't know the founder, I don't know who they are, so I can't talk to you about them. But again, they got crushed 16%. Thank you for listening to the Becker Business Podcast. We hope you all have a fantastic weekend. Thank you very, very much.