Dear Telltales Listeners,
Mike Nicoletti and Jason Wallace here, 2 of your 3 Telltales hosts. When we’re not analyzing markets and companies on Telltales, we manage Top Mark Capital Partners, an investment partnership Mike started under Hunt’s mentorship in 2012.
At Top Mark, we blend thematic and fundamental analysis, reminiscent of our Telltales discussions, with a Private Equity-style risk management model. This unique approach has unearthed remarkable investments (like Nvidia), driving a 22% net-of-fees annualized return since inception - in simpler terms, every dollar invested in 2012 is now worth over $7!
We've refined this method over a decade and are now inviting new investors who share our long-term vision and unconventional perspective. If our approach resonates with you, let’s connect prior to our next contribution window (July 1st).
Schedule a call now or send an email to mnicoletti@topmarkcapital.com to get started.
Sincerely,
Mike Nicoletti & Jason Wallace