This week we discuss... 1. The price of oil - will it continue to go up? Some are calling for $100 oil. Hunt provides another perspective. 2. Moderna - is Moderna (MRNA) a one hit wonder or long term cashflow machine? Hunt and Mike discuss challenges in valuing biotech stocks and ways to think about an investment in Moderna.
E2125 - June 23, 2021
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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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E2125 - June 23, 2021