Archive - Telltales

Step Changes: Finding the Next Nvidia (e2510)

This week we explore automation, media, and DOGE's impacts on investing

Mar 6

32:54

February 2025

AI Arms Race Heats Up as Transparency Comes to Healthcare Pricing (e2509)

Exploring the commoditization of large language models and the push for hospital price disclosure

Feb 27

34:08

RFK Jr: Tackling the Root Causes of America's Health Crisis & The two most interesting companies of 2025 (e2508)

Exploring the potential for autonomous driving and AI to drive massive growth & the impact of food, pharmaceuticals, and lifestyle on skyrocketing…

Feb 20

33:41

Navigating the Shifting Tides of Energy, Media, and Healthcare (e2507)

Insights on oil supply, news consumption, and the future of streaming and pharma

Feb 13

33:24

Vertex's Breakthrough Pain Drug Approval and the Future of Non-Opioid Treatments (e2506)

Geopolitics Poised to Tighten Oil Market and Boost Gas Demand & Tesla FSD Deep Dive

Feb 6

30:12

January 2025

DeepSeek's AI Breakthrough: Efficiency, Innovation, and Global Competition (e2505)

Unpacking the implications of China's AI advancements for NVIDIA and the tech giants and Energy Markets

Jan 30

34:36

Cashflow Pick’em 2025 Part 2 - Pages 14-20 (e2504)

Cashflow Pick'em ++ analyzing the impact of new executive orders on key industries

Jan 23

33:02

From Energy Markets to AI Innovations: Where Are We Headed? (e2502)

Exploring Energy, Healthcare Updates, and the Next Frontier in AI and Self-Driving Tech

Jan 16

35:55

Cashflow Pick’em 2025 Part 1 - Pages 1-13 (e2502)

Analyzing which companies will grow their free cash flow the most in the coming year

Jan 9

37:04

December 2024

10ish Surprises for 2025: Predictions That Could Shape Markets

Exploring bold forecasts for energy, tech, healthcare, and more.

Dec 31, 2024

27:23

2024 Cashflow Pick'em Results: Who Picked the Winners? (e2452)

In January we placed our bets as to which company on each page of the memo would grow its cashflow the most. Today we analyze the results.

Dec 24, 2024

29:38

From Uber to Tesla: Navigating the Next Wave of Transportation Tech (e2451)

Biotech Breakthroughs: BioNTech vs. Moderna in the Post-COVID Era

Dec 19, 2024

36:27

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