Becker Private Equity & Business Podcast

6 Quick Stories 4-8-26

3 min
Apr 8, 202611 days ago
Listen to Episode
Summary

Scott Becker discusses six quick business and market stories including Molina Healthcare's 57% stock decline amid Medicaid managed care struggles, Lucid Motors' poor vehicle delivery numbers, and upcoming events like the Masters golf tournament and Becker's Healthcare Annual Meeting featuring Mark Cuban.

Insights
  • Medicaid managed care sector is experiencing significant headwinds, with even industry leaders like Molina Healthcare facing substantial stock declines
  • EV manufacturing remains extremely challenging with Lucid Motors delivering only 3,000 vehicles in Q1, indicating structural difficulties in scaling car production
  • Healthcare and business services sectors continue to attract major media personalities and investment attention, as evidenced by Mark Cuban's participation in industry events
Trends
Medicaid managed care industry facing profitability and valuation pressuresElectric vehicle manufacturers struggling with production scale and delivery targetsHealthcare sector consolidation and M&A activity remains robust with major industry conferencesPrivate equity and venture capital deal activity expected to continue through 2026Healthcare business services sector experiencing growth and investor interest
Companies
Molina Healthcare
Stock down 57% over the last year; struggling as a leader in Medicaid managed care sector
Lucid Motors
Stock down 60% over last year with only 3,000 vehicles delivered in Q1; facing severe production challenges
People
Scott Becker
Host of the Becker Business and Private Equity Podcast discussing market trends and business stories
Mark Cuban
Featured speaker at Becker's Healthcare Annual Meeting and Chief Pharmacy Officer Summit
Tiger Woods
Mentioned as absent from upcoming Masters tournament due to driving injuries
Phil Mickelson
Mentioned as absent from upcoming Masters tournament
Quotes
"It's been a tough stretch for Medicaid managed care. Molina is one of the leaders in Medicaid managed care and struggling."
Scott Becker
"Those are horrendous numbers and it's really hard to build a car company in that way."
Scott Becker
"We view that it's just great news."
Scott Becker
Full Transcript
This is Scott Becker with the Becker Business and the Becker Private Equity Podcast. We're going to take you through a few different stories here. Hopefully you find this interesting. First, Molina Healthcare down about 57% over the last year. It's been a tough stretch for Medicaid managed care. Molina is one of the leaders in Medicaid managed care and struggling. Second company that we're watching, Lucid Motors down nearly 60% over the last year. Only about 3,000 vehicles delivered in the first quarter. Those are horrendous numbers and it's really hard to build a car company in that way. They're not doing nearly as bad this year year to date, but over the last 52 weeks down 60% year to date. Third already a story that's already been covered plenty. Huge positive news on the rescue this past weekend of a U.S. airman. We view that it's just great news. Fourth, you've got the Masters coming up this weekend without Tiger Woods who is struggling with his driving, meaning physically his vehicle driving and without Phil Mickelson. It's a little bit less exciting, but again the Masters, sort of like the final four, always ends up being interested. So interesting. So we'll see how that goes. But again, those are four of the stories so far. We've got Molina, Molina here at healthcare, Lucid Motors, who's got big relief with the rescue of the U.S. airman. Simply amazing. And then the Masters coming up this weekend and again without Tiger, without Phil, not as exciting, but always there ends up being real excitement. A couple other quick notes. We're excited for our next June 22nd Becker Business Media webinar. We'll cover deal trends, 2026 across private equity venture capital, healthcare business services and more. AI use cases and CFO leadership, so we're excited for that. We're also very excited at the Becker's Healthcare Annual Meeting to interview Mark Cuban at the annual meeting in the Chief Pharmacy Officer Summit. That event is fully sold out. Again, a ton going on in the world. We'll continue to keep covering what's going with Iran and what's going on with the war effort. Simply fascinating. And at least as of Monday, the markets were still up some this week. We'll see if it continues that way over the rest of the weeks of disaster. Thank you for listening to the Becker Business and the Becker Private Equity podcast. Thank you so much for joining us.