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Becker Private Equity & Business Podcast

Tesla & More 4-1-25

01 Apr 2025

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In this episode, Scott Becker discusses the latest market trends, including Tesla’s rough year, NVIDIA’s downturn, and Apple’s resilience as one of Warren Buffett’s top holdings.

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Full Episode

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This is Scott Becker with the Becker Private Equity and Business Podcast. Today's discussion, we're going to talk a little bit about Tesla and more. So here's what's going on with some of the stocks that we watch regularly. We always think about whether we should invest or not invest.

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And again, at the end of the day, I had to stick to just index funds and keep my weight of my allocation right and not worry so much about this. But I do find it fascinating to watch. So Tesla is back to down 36 percent year to date, just having ultimately a disaster of a year and all kinds of challenges. You know, we'll come back to the Elon Musk scorecard in a week or two.

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But what a fascinating guy to watch and God bless him. I love Jamie Dimon yesterday saying he's the Einstein of our time or something of that sort. I think that's right on. Second, NVIDIA is down nearly 20% year-to-date now. Again, the company that Jensen Wang built, it's recovered pretty well from that, you know, whatever it was, the deep-seek thing from China, but still having a tough year.

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Apple remains down 11% year to date. Again, it's still the biggest of the market cap stocks. And amazing that they're able to stay in the game and keep giving people, customers, something that they need and want very badly. Again, it's worth noting, Apple and Amex, which we'll talk about below, are two of Berkshire Hathaway's, i.e. Warren Buffett's, largest holdings that he has.

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So that's what's going on there. Finally, fourth, American Express is down 9.35% year-to-date. Again, this year, my goal was to watch Apple, Amex, and Nvidia and try and figure out whether to invest in one, not to invest in one, but just to watch because they're interesting. Those are three of the stocks that we watch.

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Finally, just a quick note, a quick congratulations to consulting savant Howard Sutker on the 12th year anniversary of Sutker Moran and to his name partner, Scott Moran. What an incredible job they've done of building a business and making that go. Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very, very much.

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