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 | 415 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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telltales.substack.comLatest Issues
Moderna Only Owns Half of Its Own Cancer Vaccine
Hunt, Mike, and Jason walk the Cash Flow Memo across energy, the federal balance sheet, and healthcare, joined by Montana in San Diego for a deep session on cancer vaccines and how immunotherapy actually works. Nvidia’s quarter and the robo...
Weekend Update - W2635
▶ Explore this week’s Tape — live, sortable, drill-down →
The Bid Was the Business
PayPal spent the summer being priced by a buyer rather than by a business, and on Friday it found out which of the two it actually had. Advent an...
"I Don't See How An Investor Can Not Own SpaceX"
Hunt, Mike, and Jason walk the Cash Flow Memo: oil and gas exhibits, the deficit math nobody wants to do, the Moderna/Merck cancer-vaccine economics, and the SpaceX position Hunt says he’ll probably regret saying out loud.
The Cashflow...
Weekend Update - W2634
▶ Explore this week’s Tape — live, sortable, drill-down →
Twelve Times Free Cash Flow Bought One Company and Trapped Another
Two of our companies signed deals this week, and the Cash Flow Memo prices them almost identically: abo...
This Time, the Hare Beat the Tortoise
Hunt, Mike, and Jason go more than half healthcare this week: Moderna’s Merck-partnered mRNA cancer vaccine cleared phase 3 in melanoma and the stock doubled. Plus Hormuz at a standstill, $7 trillion of federal spending with only one line l...
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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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