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Telltales
An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogies
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From Brent to Broadcom: Cash Flow in a Crosswind (e2543)
Oct 23, 2025
Navigating the Tariff Turmoil: Implications for Tech and Healthcare (e2515)
Apr 11, 2025
Hyperscaler Stack Decoded (e2619)
May 6
2
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Introducing the Telltales Podcast
Navigating the investing landscape through data & insight
Aug 5, 2021
1
$500,000 vs. $50,000: Montana's Cancer Treatment Loophole
How an expanded "right to try" law and cheap DNA sequencing are pricing Moderna's mRNA immunotherapy out of the market.
14 hrs ago
1
32:56
Weekend Update - W2636
Three new CEOs, four energy checks, and two guides the market read in opposite directions
Sep 6
1
12:54
Moderna Only Owns Half of Its Own Cancer Vaccine
A pre-COVID deal hands Merck 50% of the economics, just as BioNTech kills a phase 2 and the thesis narrows to one kind of tumor.
Sep 2
1
30:48
Weekend Update - W2635
Who pays for the AI build, and what the revenue on the other side is actually worth
Aug 30
1
14:04
"I Don't See How An Investor Can Not Own SpaceX"
Hunt makes the case. Mike explains why the margin of safety isn't there at $100 a share.
Aug 26
1
31:38
Weekend Update - W2634
Nothing that repriced the memo this week came out of an earnings report
Aug 23
13:41
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Telltales
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.
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