Becker Private Equity & Business Podcast
Host: Scott Becker
Episode: 4 Stocks Getting Crushed 11-7-25
Date: November 7, 2025

Episode Overview

In this brief but focused episode, Scott Becker discusses the sharp declines of several major stocks following a tough day in the markets. He examines not only the most dramatic losses but also touches on other significant dips, painting a picture of a challenging day for both investors and companies familiar to most listeners.

Key Discussion Points & Insights

1. Major Stock Declines

• CarMax (KMX):

  • Down approximately 20%
  • Identified as a well-known, established company, not a volatile or "meme" stock

• United Parcel Service (UPS):

  • Down nearly 19%
  • Highlighted as another staple company familiar to listeners

• HubSpot (HUBS):

  • Decreased about 17%

• DoorDash (DASH):

  • Suffered a 15.5% drop

  "These are well known stocks. These aren't some of these sort of like stocks that we don't know. There's so many different tech stocks that pop up and down that are almost like meme stocks. These are real names that we know from daily life." — Scott Becker [00:28]

2. Other Notable Market Losses

• Warby Parker:
  • Dropped almost 12%
  • Noted as "the glasses place"
• Medical Device Manufacturers (for healthcare audiences):
  • Zimmer Biomet: "Got crushed yesterday"
  • Smith & Nephew: "Looks like it's getting crushed today"

3. Overall Market Sentiment

• The day is characterized as "very tough in the markets on Thursday," with hopes expressed for a recovery on Friday.

  "All in all, a very tough day in the markets on Thursday. We'll hope it plays out better on Friday. We see some recovery." — Scott Becker [01:00]

Notable Quotes & Memorable Moments

• On the significance of these declines:

  "These are real names that we know from daily life." — Scott Becker [00:33]

• On the day in the markets:

  "All in all, a very tough day in the markets on Thursday. We'll hope it plays out better on Friday." — Scott Becker [01:00]

Important Timestamps

• 00:00–00:15: Episode introduction and context for the stock declines
• 00:16–00:48: Breakdown of the four major stock drops (CarMax, UPS, HubSpot, DoorDash)
• 00:49–01:03: Additional notable declines (Warby Parker, Zimmer Biomet, Smith & Nephew)
• 01:04–End: Host's concluding thoughts and outlook for a possible market recovery

Summary

Scott Becker’s succinct review offers listeners an overview of severe losses among familiar, major stocks, emphasizing the magnitude and unusual nature of the day's downturn. The episode serves as a quick check-in for private equity and business audiences to understand which sectors and businesses were most impacted, while also providing an optimistic note of hope for market stabilization.