Sitemap - 2023 - Telltales
Buy a Car on Amazon / Is Nvidia Competing with its Customers? / Biotech Updates
e2351 - Geopolitics, Markets, and Innovation
Who Will Grow Cashflow? Telltales Investigates
Cashflow Growth & Economic Insights: Navigating Market Complexities
OpenAI Drama & Impact on Software & Semiconductor Companies
Navigating the Currents of Energy, Health, and GPUs
Analyzing the Memo: A Deep Dive into Pages 13-18
Navigating the Markets: Social Media, AI Strategies, Energy
Gaza, Hamas, and Global Oil Prices: Telltales Episode 23.41
Navigating the Economy: Energy, Macro, and How to Find Supercompounders
Unlocking FCF Growth in Energy and Non-Energy Sectors: Telltales Episode 23.38
Navigating Markets: From Energy to Tech & Biotech — Telltales Podcast E23.37
2023.36 Tech & Economy Unpacked: Insights into Markets, Energy, and Innovation
Is Sam Altman an Evil Genius? Telltales Episode 2023.35
2023.34 A Deep Dive into Energy, AI, Fintech, and Retail: From Microsoft Copilot to Stripe's Future
2023.33 Bridging the Digital Divide: Innovations in Internet Technology
2023.32 Unraveling the Fiscal Future: Navigating Uncertain Numbers
2023.31 Fitch Cuts US Credit Rating & the Hunt for the Next Nvidia
2023.30 Unraveling the Intricacies of Energy Prices and the Tech Industry
2023.29 Breaking Down AI Innovations, Energy Trends, and Healthcare Insights
2023.28 Unearthing Value in the Tech Sector: A Deep Dive into AI and Free Cash Flow
2023.27 - What makes a really good company? And how much should you pay for one?
2023.26 Crude Realities & Tech Titans: A Multidimensional Discourse
2023.25 Oil Surplus, China Geopolitics, and Valuation of Nvidia, ASML, and Taiwan Semiconductor
2023.24 $NVDA Cashflow Outlook & Expanding the Energy Drink Market with $CELH
2023.23 Will recent innovations create a tidal wave of cashflow for $NVDA, $TSLA, and/or $AAPL?
2023.22 Budget Deal, Oil & Gas, Biotech, & How to Find the Next Nvidia ($NVDA)
2023.21 Memo Review: Comparing Valuations Across Sectors
2023.21 Memo Review: Comparing Valuations Across Sectors
2023.20 Navigating the Economic Landscape: Insights on Debt, Energy, Stocks, and Innovative Tech
2023.20 Navigating the Economic Landscape: Insights on Debt, Energy, Stocks, and Innovative Tech
2023.19 Why We Need a Healthcare Revolution
2023.19 Why We Need a Healthcare Revolution
2023.18 mRNA - Beyond COVID ($PFE $MRNA); Advanced Diagnostics ($LNTH)
2023.18 mRNA - Beyond COVID ($PFE $MRNA); Advanced Diagnostics ($LNTH)
2023.17 Exploring the Future of Oil and Gas & the Impact of Generative AI
2023.17 Exploring the Future of Oil and Gas & the Impact of Generative AI
2023.16 Navigating Troubled Waters: Unfurling the Sails on Oil, Gas, and AI Copyright Issues
2023.16 Navigating Troubled Waters: Unfurling the Sails on Oil, Gas, and AI Copyright Issues
2023.15 Oil & Gas Trends / The impact of AI on Industry / Where are we in the semiconductor cycle?
2023.15 Chip glut, oil & gas surplus, recession looming?
2023.14 OPEC Cut Impact on Oil Supply/Demand Imbalance + Impact of AI on pages 1-6
2023.14 OPEC Cut Impact on Oil Supply/Demand Imbalance + Impact of AI on pages 1-6
2023.13 EPISODE 100! Oil and Gas surplus, Chips & Ai
2023.13 EPISODE 100! Oil and Gas surplus, Chips & Ai
2023.12 Is Oil over supplied? A budget showdown is coming. Which Ai business model will win?
2023.12 Is Oil over supplied? A budget showdown is coming. Which Ai business model will win?
2023.11 Banking meltdown: Silicon Valley Bank & Credit Suisse
2023.11 Banking meltdown: Silicon Valley Bank & Credit Suisse
2023.10 Biden's budget; AI lacks product market fit; Perspectives on re-shoring semi mfg
2023.09 US Government Revenues & Expenses ++ a discussion on Salesforce turnaround
2023.09 US Government Revenues & Expenses ++ a discussion on Salesforce turnaround
2023.08 - Thoughts on a flattening yield curve & Semiconductors
2023.08 Thoughts on a flattening yield curve & Semiconductors
2023.07 Energy, Macro, US Deficit, Interest rate, and Software industry views ++ Intel pay cuts
2023.07 Energy, Macro, US Deficit, Interest rate, and Software industry views ++ Intel pay cuts
2023.06 Degree Days & '23 Free Cash Flow Outlook (memo pg 18-20)
2023.06 Degree Days & '23 Free Cash Flow Outlook (memo pg 18-20)
2023.05 '23 Free Cash Flow Outlook (memo pg 8-17)
2023.05 '23 Free Cash Flow Outlook (memo pg 8-17)
2023.04 - '23 Free Cash Flow Outlook (memo pg 1-7)
2023.04 - '23 Free Cash Flow Outlook (memo pg 1-7)
2023.03 - Energy Outlook / US Debt Ceiling & Macro / OpenAI, Microsoft, & Nvidia
2023.03 - Energy Outlook / US Debt Ceiling & Macro / OpenAI, Microsoft, & Nvidia
2023.02 - UPS/FDX/NKE/COST ++ MSFT & ChatGPT
2023.02 - UPS/FDX/NKE/COST ++ MSFT & ChatGPT
2023.01 - Oil Production, Restaurants, & Microsoft to launch chatGPT on Bing!
2023.01 - Oil Production, Restaurants, & Microsoft to launch chatGPT on Bing!