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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 409 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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telltales.substack.comLatest Issues
Sold Out Through 2028
Hunt, Jason, and Mike walk the Cash Flow Memo through $90 oil that will not change oil-patch spending, a compute market sold out through 2028, and a healthcare desk that still found time for Eliquis.
The Cashflow Memo
8 10 26 20 Pager...
Weekend Update - W2632
▶ Explore this week’s Tape — live, sortable, drill-down →
A note from the desk: this week’s update is landing a few days late. We hit a technical problem over the weekend that took our production pipeline down. Everything below is a...
900 Gigawatts, 90 Gigawatts of Grid
Hunt, Mike, and Jason walk the Cash Flow Memo through an oil tape driven by Hormuz headlines, a power grid that has started saying no to data centers, and the valuation question underneath the Tesla-SpaceX merger.
The Cashflow Memo
8 3...
Weekend Update - W2631
▶ Explore this week’s Tape — live, sortable, drill-down →
Microsoft Bought Twenty Years of Power. The Market Graded the Buyer.
The AI build spent this week being graded on the buyer’s income statement. The most consequential thi...
Open Weights vs Closed Labs
Hunt, Mike, and Jason walk the Cash Flow Memo for value in a still-expensive market — with Iran re-heating the oil tape, open-weights politics reshaping who captures AI rents, and a full-page scan of who benefits from cheaper tokens.
Th...
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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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