The Cashflow Memo
Shownotes
00:01:05 Exhibit C: WORLD OIL SUPPLY / DEMAND: Discussion on recent geopolitical events affecting oil prices and their impact on global oil supply and demand.
00:04:03 Exhibit B: US GAS DEMAND / SUPPLY: Analysis of the U.S. natural gas market, including production rates and future demand projections.
00:07:16 Exhibit A: US GOV’T REVENUES AND EXPENSES: Discussion on U.S. government spending, revenue trends, and fiscal policies.
00:08:33 Page 1: TSLA - Earnings Review & FSD 12: Overview of Tesla's earnings, Full Self-Driving technology, and market implications.
00:15:49 Page 1: TSLA - Tesla Full Self Driving Revenue Model: Discussion on Tesla's Full Self-Driving revenue model and pricing strategies.
00:17:12 Page 1: TSLA - Tesla Datacenter: Insights into Tesla's data center strategy and its potential impacts on business efficiency.
00:18:43 Page 1: Will Tesla license FSD to other auto manufacturers?: Discussion on the potential for Tesla to license its Full Self-Driving technology to other manufacturers.
00:20:45 Page 1: Tesla FSD Gross Margin: Analysis of the financial implications of Tesla's Full Self-Driving technology on its business model.
00:22:50 Page 15: Vertex's Promising Pipeline ($VRTX): Discussion on Vertex Pharmaceutical's pipeline and strategic initiatives.
00:26:52 TSLA 0.00%↑ vs VRTX 0.00%↑ - who could double first?: Comparative analysis of Tesla and Vertex Pharmaceutical's market potential and growth prospects.
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Global Energy Tensions and 2 Promising Stocks: $TSLA & $VRTX (e2417)