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 | 431 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||
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telltales.substack.comLatest Issues
Anthropic Burned Under $10B. Now It's Betting Hundreds of Billions.
Mike Nicoletti, Hunt Lawrence, and Jason Wallace walk this week’s Cash Flow Memo, from $90 oil and a grinding 10-year to the long-awaited Anthropic S-1, with Montana joining on how pharma will use AI.
The Cashflow Memo
10 26 26 20 Page...
Weekend Update - W2643
▶ Explore this week’s Tape — live, sortable, drill-down →
The Tape — W2643
Universe of 94 cashflow-memo names, snap dates 2026-10-17 → 2026-10-23. Composite is rank-sum percentile of FCF Yield + NTM Revenue Growth (higher = bett...
Buy for the Data Centers, Get Space for Free
Mike Nicoletti, Hunt Lawrence, and Jason Wallace walk this week’s Cash Flow Memo: an oil strip pricing a long Iran stalemate, a $2 trillion deficit and a rising 10-year, Europe’s food rules, SpaceX’s data center economics against Musk’s tri...
Weekend Update - W2642
▶ Explore this week’s Tape — live, sortable, drill-down →
The Tape — W2642
Universe of 94 cashflow-memo names, snap dates 2026-10-09 → 2026-10-16. Composite is rank-sum percentile of FCF Yield + NTM Revenue Growth (higher = bett...
Data Centers Earn, Washington Doesn't
Mike Nicoletti, Hunt Lawrence, and Jason Wallace walk this week’s Cash Flow Memo: an oil strip pricing a long stalemate, a $2 trillion deficit and a grinding 10-year, what hyperscaler data center capex actually earns, the hyperscalers again...
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Authors
The writers behind this newsletter.
Founding Partner @ www.topmarkcapital.com
Williams College class of 2028
General Partner @ www.topmarkcapital.com
Princeton graduating class of 2028.
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