On Telltales, we bring you the 'Cashflow Memo'—a weekly breakdown of financials from various industries, guiding you through the numbers that matter. Hunt, Jason, & Mike cut through the market noise and bring you insights in your investment journey.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 389 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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telltales.substack.comLatest Issues
Data Centers in Space: How SpaceX Justifies $2 Trillion
Hunt, Jason, and Mike work through an oil market frozen by the US-Iran standoff, then spend the back half stress-testing SpaceX’s ~$2 trillion valuation against Tesla’s — landing on data centers in orbit and a chronic compute shortage as th...
Weekend Update - W2623
▶ Explore this week’s Tape — live, sortable, drill-down →
Even the Cash Machines Are Borrowing Now
The story this week was not that the AI build is expensive. Everyone knew that. The story was that the companies best equipped to...
The Greatest Insurance Business Ever Built, and Why It's Bankrupting Us
A wide-angle look at the three forces colliding in the market: oil supply through a contested Strait of Hormuz, the AI capex boom propping up the economy, and a US healthcare system whose broken incentives now intersect with an unsustainabl...
Mike was the guest this time
Friends,
Bogumil Baranowski had me on Talking Billions for an hour, and given the company you keep on this feed, I think you’ll like where it went.
Thanks for reading Telltales! Subscribe for free to receive new posts and support my work....
Weekend Update - W2622
The Trillion-Dollar Bet That the Cycle Is Dead
The market just handed a memory company a trillion-dollar valuation at roughly a hundred times trailing free cash flow, on a yield under one percent.¹² Strip the letters AI off that sentenc...
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Authors
The writers behind this newsletter.
Founding Partner @ www.topmarkcapital.com
General Partner @ www.topmarkcapital.com
Princeton graduating class of 2028.
Williams College class of 2028
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