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Happy Holidays! Check out the latest episode and supplemental data
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Happy holidays! Every week I provide additional data to supplement our weekly Telltales podcast. You can get the podcast on Apple Podcasts, Spotify, or SoundCloud. Follow along with this newsletter to stay up to date!
This week, on the tech front, we discussed semiconductors - Nvidia, Taiwan Semiconductor, Qualcomm, to name a few. Here’s a research article that sheds some light on the power of TSMC’s business model and its relationship to its customers (like Nvidia and Qualcom) as well as Intel.
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Supplemental Data
Supercompounders
Energy Data
Macro
Tech
Semiconductors
Semiconductor Industry Association Global Billings Report
Bureau of Economic Analysis Semiconductor Import / Export
Cryptocurrency
Cloud Multiples
Check out the most recent edition of Clouded Judgement for the latest SaaS multiples…
How did you like this week’s Telltales? Your feedback helps me make this great.
Loved | Great | Good | Meh | Bad | ….. If you liked this post from Telltales, why not share it?
This post and the information herein 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.