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Becker Private Equity & Business Podcast

7 Stories We Are Following Today 4-28-25

Mon, 28 Apr 2025

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In this episode, Scott Becker shares a market update.

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Chapter 1: What stories are being followed today?

Chapter 2: What happened to Domino's sales this quarter?

15.751 - 36.373 Scott Becker

This is Scott Becker with the Becker Private Equity and Business Podcast. These are seven of the stories that we're following this morning and thank you for listening. First, Domino's same store sales fell. They dropped this quarter by half a percent. That was different than expectations that they would rise. The media essentially says it's

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Chapter 3: What is causing concerns in the market?

37.714 - 63.19 Scott Becker

Tier of concerns, macroeconomic uncertainty, high inflation, hitting consumer sales. We'll see if that's the case or not. But either way, Domino's is down about 2% pre-market today. It's up about 16% year-to-date. Zweitens, die Futures-Markets-Punkte sind heute Morgen langsam runter, nach einer tollen Woche. Letzte Woche hat der Nasdaq 6,7% gesunken, also eine tolle Woche für die Marken.

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Chapter 4: How did the Nasdaq perform last week?

Chapter 5: What is the latest news from the Wall Street Journal?

63.25 - 88.078 Scott Becker

Letzte Woche könnte eine schwieriger Woche sein als letzte Woche. Es gibt auch eine Geschichte in der Wall Street Journal heute Morgen. Die Magnificent Seven sind seit 2022 nach dem schlimmsten Start. Und das ist eine wunderschöne Investorsumme, natürlich. Third story, the Wall Street Journal also reports that stocks have clawed back most of April's tariff losses. That's overall good news.

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88.138 - 112.173 Scott Becker

Fourth, Spotify continues to rock and roll. It's up nearly 38% year to date, just overall doing terrific. A fascinating story on Tesla. Tesla finds itself losing money this last quarter on car sales, but making it up on the sale of regulatory credits. Obviously long term making money on regulatory credits is not a true business.

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112.674 - 135.345 Scott Becker

Either way, their stock pointed way up last week on the concept that the government would make it easier to sell and allow self-driving vehicles. So ultimately they had a terrific week last week, but their core car business is not going great right now. Sechstens, NVIDIA stürzte fast 9,4% letzte Woche, aber bleibt in einem Marktkurs von 2,74 Trillionen.

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135.365 - 162.475 Scott Becker

Das ist viel weniger als die fast 3,5 Trillionen, die sie einmal hatte. Letztendlich, Los Angeles hatte seine Kreditrate von S&P zu einem A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A-A. This is a scary sign for cities, states, the federal government. As we often say, debt kills countries, families, companies.

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162.535 - 188.575 Scott Becker

No good to see lots of these cities and states over-indebted with too much debt. Finally, eighth, Apple remains down 16% year-to-date and is a market cap back above $3.14 trillion. So back in the threes, that's good news. But remember, at one point it was flirting with $4 trillion. Finally, one other PS. I got a podcast last week on learn to love your 90 percenters. Focus on what they do great.

188.635 - 200.767 Scott Becker

Your people that are operating in A, A minus, B plus, focus on what they do great and don't harp on what they do imperfectly. That's the thought for the day. Thank you for listening to the Becker Private Equity in Business Podcast. Thank you very, very much.

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