Stacking & Concentrating Talent 5-30-26

Microsoft is Rebounding: 4 Quick Points 6-2-26

In this episode, Scott Becker discusses Microsoft’s recent rebound, highlighting its recovery from a steep decline, strong AI and Azure performance, and the continued leadership of CEO Satya Nadella.

Dell is Surging: 6 Quick Points 6-1-26

In this episode, Scott Becker discusses Dell’s transformation into an AI infrastructure leader, highlighting soaring AI server sales, a 234% year-to-date stock gain, and the company’s remarkable growth story.

Resilient Investing and Real Estate Strategy with Nathan Jameson of ARX Capital 6-1-26

In this episode, Nathan Jameson, Founder & Managing Partner, ARX Capital, discusses investing in resilient asset classes, the evolving manufactured housing market, and the leadership principles guiding long term value creation in today’s economy.

The Best Founders Know Their Business Inside and Out 5-31-26

In this episode, Scott Becker discusses why the strongest founders and CEOs stay deeply connected to the parts of the business that truly drive success.

Stacking & Concentrating Talent 5-30-26

In this episode, Scott Becker discusses the importance of concentrating top talent in the areas that drive the greatest impact, rather than spreading resources too thin across every function of a business.