
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 | 383 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||

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Nvidia confirmed the demand picture. Three companies restructured this week to monetize it.
The Telltales Weekend Update. Ava Ca...
Hunt Lawrence, Mike Nicoletti, and Jason Wallace unpack why the Hormuz panic doesn’t hold, where Google’s real AI risk actually lives, and how the PBM business model is unwinding in real time. Get the Cash Flow Memo at telltales.us.
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The AI trade and the tariff trade get tested on the same thre...
This week on Telltales: Hunt, Jason, and Mike pressure-test Meta’s position as an AI cash machine, walk through the Iran-driven oil setup, and unpack the FDA shake-up and a second consecutive Harrow miss.
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Micron’s 2026 memory is sold out, with customers writing prepayment checks f...
Subscribers, engagement, traffic and sponsorship for Telltales.
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The writers behind this newsletter.
Founding Partner @ www.topmarkcapital.com
Williams College class of 2028
Princeton graduating class of 2028.
General Partner @ www.topmarkcapital.com
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