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 | 396 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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telltales.substack.comLatest Issues
Regulatory Capture Comes for the Labs
Mike, Hunt, and Jason run the exhibits fast, then dig into the AI buildout math that keeps getting worse, Oracle’s brutal week, and a healthcare block anchored by Lilly’s 340B fight. As always, download the Cashflow Memo at telltales.us.
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Weekend Update - W2626
▶ Explore this week’s Tape — live, sortable, drill-down →
The Week Memory Stopped Being a Commodity
For forty years, memory was the worst business in technology. Brutally cyclical, structurally commoditized, a graveyard of balan...
Who Owns Your Data Now
Mike Nicoletti, Hunt Lawrence, and Jason Wallace dig into the looming Treasury market stress, proprietary-data risk in the age of frontier AI models, and a Medicare for All blueprint that could reshape healthcare investing. A 30-minute tour...
Weekend Update - W2625
▶ Explore this week’s Tape — live, sortable, drill-down →
Three Bottlenecks, One Multiple, and Only One Monopoly
The AI argument flipped sides this week. For two years the only question that mattered was whether anyone would act...
The End of the Subsidized-Token Era
All three hosts in one room: a macro tour through oil, gas and a new Fed chair, then a deep dive on NVIDIA at $5 trillion, the software stack’s capex problem, and the Anthropic export-control fight that turns proprietary data into the next...
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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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