Becker Private Equity & Business Podcast
Host: Scott Becker
Episode: 3 of Our Favorite Stocks Take it on the Chin 8-30-25
Date: August 30, 2025

Episode Overview

In this concise episode, host Scott Becker discusses the rough performance of three favored stocks—Oracle, Dell Technologies, and Marvell Technologies. With a focus on leadership admiration and business resilience, Becker reflects on sharp recent drops in their stock prices and shares his candid perspectives on their founders.

Key Discussion Points and Insights

1. Oracle Corporation’s Stock Drop

• Took a Hit: Oracle shares fell approximately 6-7% the previous day.
• Leadership Admiration: Scott Becker praises Larry Ellison for his entrepreneurship, describing him as a favorite despite his eccentricities.
  • Quote: “Larry Ellison, who I find, notwithstanding some craziness, to be one of my favorite entrepreneurs...” (00:14)

2. Dell Technologies Downturn

• Stock Performance: Dell Technologies experienced a significant decline, down about 8%.
• Michael Dell, The Founder: Becker expresses strong admiration for Michael Dell, highlighting his character and leadership.
  • Quote: “Michael Dell...about the best of the best of people. And founders and leaders...” (00:30)
  • Quote: “We’re the biggest fan of Michael Dell, who’s got the heart of gold.” (01:00)

3. Marvell Technologies’ Major Drop

• Steep Decline: Marvell Technologies suffered the most severe drop of the three, falling 16% in a single day.
• Faceless Leadership: Unlike the previous two companies, Becker notes he doesn’t know the founder(s) of Marvell Technologies, so he refrains from commentary.
  • Quote: “The Marvell 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%.” (01:20)

Notable Quotes & Memorable Moments

• On Oracle/Larry Ellison:
  “We’re huge fans of Larry Ellison for all his craziness.” (00:45)

• On Dell/Michael Dell:
  “Michael Dell...about the best of the best of people. And founders and leaders...” (00:30) “We’re the biggest fan of Michael Dell, who’s got the heart of gold.” (01:00)

• On Marvell's Rough Day:
  “Just a horrendous day in the Marvell Technologies world.” (00:55)

Timestamps for Key Segments

• [00:00] Introduction to the episode and topic: Three favorite stocks struggling
• [00:14] Oracle’s performance and admiration for Larry Ellison
• [00:30] Dell’s drop and Scott Becker’s perspective on Michael Dell
• [00:55] Marvell Technologies’ drastic decline
• [01:20] Acknowledgment of not knowing Marvell’s founder
• [01:37] Sign-off and closing wishes

Summary

Scott Becker delivers a succinct, personal reflection on the sharp declines of Oracle, Dell, and Marvell Technologies. While expressing deep admiration for Larry Ellison and Michael Dell, he candidly reports on the “taking it on the chin” each company experienced in the market. The episode provides quick insights and Becker’s signature mix of respect for resilient leadership and straightforward financial commentary, making it accessible for both market-watchers and business enthusiasts.