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Becker Private Equity & Business Podcast

5 Stocks Taking it On the Chin 7-29-25

29 Jul 2025

2 min duration
357 words
2 speakers
29 Jul 2025
Description

In this episode, Scott Becker highlights five publicly traded companies experiencing significant downturns, including Novo Nordisk, UnitedHealthcare, Spotify, UPS, and Stellantis.

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Transcription

Chapter 1: What stocks are highlighted as struggling in this episode?

0.031 - 21.385 Scott Becker

This is Scott Becker with the Becker Business Podcast and the Becker Private Equity Podcast. Today's discussion is five stocks. taking it on the chin. So we're watching several different stocks that are really having a struggling day today. And we'll talk through just a few of those just really quick and give you the quick highlights, the quick sense of what's going on.

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22.567 - 43.41 Scott Becker

First, we've got Novo Nordisk, which we'll talk about in a separate podcast, down more than 20% as more and more competition comes to the GLP market and they cut their guidance for the year. Second, UnitedHealthcare down again, another more than 5% today. They're down 46% year-to-date. Things are getting tougher and tougher in the world of UnitedHealthcare.

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43.851 - 69.287 Scott Becker

UnitedHealthcare, of course, is the fourth or fifth largest company in the United States by revenues, so we're watching that. Third, Spotify, the podcast firm, down about 11% today, and more and more challenges in their business. Fourth, UPS down again about 10% today. We're huge fans of UPS. We use it almost daily. They've got a great UPS right near us here where we live. We love the store.

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69.587 - 90.541 Scott Becker

They're just a pleasure to work with, the very, very best. The fifth stock we'll talk about today is Stellantis Jeep. They just noted that they're going to take a hit of about $1.7 billion due to tariffs. Stellantis Jeep has been one of the worst-run companies for a very long time. So I sort of – I don't mean to laugh.

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90.922 - 96.39 Scott Becker

Well, they blame their troubles on tariffs, and they've been just done performing so horribly over the last several years.

Chapter 2: Why is Novo Nordisk experiencing a significant downturn?

96.37 - 106.167 Scott Becker

It's hard for me not to think that they're looking for excuses and to point things in different directions than reality. But those are five stocks that are really struggling right now.

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106.667 - 121.753 Unknown

Thank you for listening to the Becker Business Podcast, the Becker Private Equity Podcast. Just great to visit. If you have a suggestion at all, feel free to anytime text Scott Becker, 773-766-5322. Thank you for listening to the Becker Business Podcast. Thank you.

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