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Becker Private Equity & Business Podcast
9 Stories We Are Following This Week 10-3-25
00:03:45
In this episode, Scott Becker shares 9 key stories including market resilience amid government shutdowns, the surge of AI-driven venture capital, and more.
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This is Scott Becker with the Becker Business in the Becker Private Equity Podcast. We come to you daily with short business episodes, private equity discussions, technology and a lot more. Today's discussion is nine stories that we're following this week. First, the markets keep on rising despite government shutdowns. We'll have separate podcast shortly about when your stocks are up. When the market's up. Yes, you keep you want to keep on writing your winners, but you do want to pay off some of your debt while you can while it's going good. So markets won't always stay up, but your debt will stay with you forever. So that's one of the discussion of on a separate podcast today. Second, venture capital is having a heyday in terms of investing again. They're investing very heavily and they're investing in a lot of businesses that are AI driven. Through the first part of this year, the first record of this year, nearly 60% of funding has gone to companies that are AI focused in some way or another. There is a discussion about RA startup valuations raising bubble fears. Is there a bubble in funding for AI type stuff? Third, Hinge Health, the digital physical therapy for platform performed very well and jumped 8.3% yesterday and is up 33% year to date. Fourth, one of the stocks that we're investing in directly invested in directly. Paleonter Technologies is now up nearly 150 year to date. God bless Palantir and Peter Thiel. Fifth, another stock that we're invested in directly is not doing nearly as well. Amazon is not seeing AI like valuations in is largely flat year to date. I think it's up about 1.3%. Their AWS business, which has been their profit and growth blockbuster, is not growing as quickly as the cloud business at Microsoft. So that's what's going on with Amazon. Sixth, Amazon can win like all like Walmart does is largely a retail behemoth. However, it's multi multiples will be more like Walmart than a tech driven company. That's sort of the risk that they face. Amazon strength and cloud is over the last few years driven its valuation right now that's not moving like it was at one time. Microsoft in Contrast is up 22% year to date. Amazon's up 1.4% year to date. Seventh, the Becker Private equity and Business podcast this week ranks first in the Apple businesses rankings. God bless that. The other five in the top five Wall street breakfast by Seeking Alpha, the Wall Street Journal's take on the week, Bloomberg's daybreak and the Wall Street Journal minute briefing. Eighth, private equity backed companies own nearly eight and a half percent of hospitals in America and employ around 6% of all doctors. Six to six and a half percent of all doctors. A couple of the PE backed hospital chains like LifePoint are very well run. The concept that PE is the main problem in healthcare is really a distraction in the big scheme of things. It's really a pimple on the elephant of healthcare. Ninth, two of my favorite concepts, the Let them theory from Mel Robbins and Don't water Debt plants. Spend your time and effort around those people, those clients that are reciprocal, that reward you with that time and effort. Don't invest in people that aren't worth investing in. Final couple Points thank you to the Becker's healthcare team. We had a remarkable conference week with her Health IT Digital Health and Revenue Cycle Management Conference and looking forward to our October 16th to 18th annual surgery center meeting. Thank you for listening to the Becker Business Podcast and the Becker Private Equity Podcast. Thank you very, very much.