Archive - Telltales

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 •

and

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 •

and

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 •

and

36:27

Scaling AI: Elon Musk's 100,000 GPU Cluster and the Future of Self-Driving Cars (e2450)

Plus TSMC's Arizona Fab Success & Trump's FDA Pick and the Push for Healthcare Price Transparency

Dec 11, 2024 •

and

33:28

Navigating the Challenges of AI Hallucination and Section 230 (e2449)

Also, Tackling Healthcare Costs and Inefficiencies in a New Administration

Dec 4, 2024 •

and

34:54

November 2024

Tech Titans' AI Strategies: Delays, Investments, and Innovations (e2448)

How Apple, Amazon, and Microsoft are navigating the AI landscape & Netflix's live streaming hurdles

Nov 28, 2024 •

and

31:00

Trump's 2nd Term, Part 2: Analyzing Big Tech, Chips, Software, Telecom, Media & Payments (e2447)

Exploring Netflix's live streaming challenges, the role of pharmaceutical advertising, and the future of news media

Nov 21, 2024 •

and

35:47

Trump's 2nd Term: Analyzing Retail, Energy, Banks, Pharma, PBMs, Fast Food and more (e2446)

This week we review memo pages 8 through Exhibit C, starting from the back

Nov 13, 2024 •

and

32:37

Trump Wins 2024 Election - Implications for Energy, Healthcare, and Tech

In this episode, the Telltales team discusses the implications of Donald Trump's 2024 election victory on healthcare, energy, and technology.

Nov 6, 2024 •

and

33:53

October 2024

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