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Hi, I’m Mike, co-host of the Telltales podcast (subscribe on Apple Podcasts, Spotify, or SoundCloud). Subscribe to our substack get access to the newsletter and archive. Never miss an update.

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Keep reading to find out the meaning behind the name, how it started, and what to expect from both the pod and this substack.

What are telltales?

Telltales are the “bits of string” that that are used to read the flow of air across the sails (see image below). These bits of string enable one to essentially ‘read’ the wind and adjust the sails to maximize the speed of the boat.

In Telltales, the podcast and newsletter, we discuss the bits of information we use to analyze and assess various investments. The bits of information that we regularly discuss include energy market data (oil and gas prices, renewables, etc), macroeconomic data (interest rates, money supply, inflation, etc), and technology (ai, machine learning, semiconductors, SaaS, eCommerce, etc).

History

Before it became a podcast, Telltales was initially an in-person weekly meeting (10+ years running) hosted by my mentor and co-host, Mr. Lawrence. When the pandemic hit in 2020, the weekly in person meeting was forced to transition to a conference call. Not long after, Mr. Lawrence invited me to join him as his co-host. These calls are essentially a remote version of the same in person meetings previously held each week. Today, we maintain the weekly cadence of calls and generally have 40-60 people join.

The Pod

The Telltales podcast is a simple recording of our weekly conference call and is published each Wednesday. It is available on... 

The Telltales Substack

The Telltales Substack is a newsletter to accompany the podcast. It includes data and news articles about the companies and topics discussed on theTelltales podcast.

In closing…

Becoming a successful investor is a life long pursuit. The Telltales podcast and substack are not only a way for me to give back to the community that got me started, but also an opportunity for me to be challenged and learn new things. Thank you for joining us and I look forward to interacting with you along the way.

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This post and the information presented are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The author and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.

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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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Founding Partner @ www.topmarkcapital.com