Becker Private Equity & Business Podcast

Host: Scott Becker
Episode: Are Robinhood and hims & hers the Next Amazon?
Date: October 1, 2025

Episode Overview

In this short episode, Scott Becker delves into the surging growth of two publicly traded companies—Robinhood and Hims & Hers—drawing inspiration from a recent Motley Fool article. Becker explores the hype and reality behind labeling these firms as “the next Amazon,” focusing on their standout performance in 2025 as well as the questions that remain about their long-term sustainability.

Key Discussion Points and Insights

1. Inspiration from The Motley Fool

• Motley Fool’s Influence:
  • Becker appreciates the Motley Fool for concise, accessible financial commentary ([00:06]):

    “The Motley Fool always has different stock ideas and interesting thoughts, and they're very well written and they're short and easy to read and I like following them a great deal.”

2. The Central Question: Next Amazon?

• Overstated Hypothesis:
  • The episode’s central theme revolves around the bold question prompted by Motley Fool:
    “Are Robin Hood and Hims and Hers the next growth stocks, poised to be the next Amazons?” ([00:19])
  • Becker clarifies that the comparison may be exaggerated, but the companies’ positions are nonetheless impressive.

3. Company Overviews and Market Performance

• Robinhood:

  • Described as having secured a dominant position in financial services, transitioning from meme stock perception:

    “Robinhood around financial services… It really seemed just a couple of years ago that it was nothing more than a meme stock. I don't really know what it is exactly, but up 234% year to date.” ([00:35])

  • Year-to-date stock growth: 234% in 2025.

• Hims & Hers:

  • Focused on telehealth and internet-based pharmaceutical sales:

    “Hims and Hers around telehealth and pharmaceutical and drug sales over the Internet.” ([00:27])

  • Year-to-date stock growth: 130% in 2025.

4. Cautious Optimism and Open Questions

• Becker admires the companies’ achievements but is circumspect about future prospects:

  “Whether it's sustainable, whether they grow into sort of really large cap stocks, I don't know.” ([00:47])

• Emphasizes both are “knocking it out of the park,” but stops short of unreserved predictions.

Notable Quotes & Memorable Moments

• On the comparison to Amazon:

  “The hypothesis is probably overstated that those are the next Amazons. They've grown sort of killer positions in their areas.” (Scott Becker, [00:20])

• On Robinhood’s unexpected rise:

  “It really seemed just a couple of years ago that it was nothing more than a meme stock.” (Scott Becker, [00:36])

• On the impressive gains:

  “Both knocking it out of the park… very impressive what you see going on with the two of them.” (Scott Becker, [00:52])

Important Timestamps

• 00:06: Becker's praise for the Motley Fool’s market commentary.
• 00:19: Introduction of the “next Amazon” thesis.
• 00:27: Company overviews—Robinhood and Hims & Hers’ core sectors.
• 00:35–00:42: Surging year-to-date gains for both companies.
• 00:47: Caution about long-term sustainability and scale.

Summary

Scott Becker provides a crisp, insightful commentary on Robinhood and Hims & Hers, spotlighting their extraordinary stock rallies in 2025 and their strong positions in digital finance and telehealth. While acknowledging the boldness of comparisons to Amazon, Becker balances admiration with realism, underscoring the uncertainty of whether these companies can sustain their momentum and achieve true blue-chip status. The episode serves as a concise snapshot of two dynamic companies drawing significant market attention this year.