Telltales

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

The views expressed herein are the hosts’ 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 hosts nor any of their employers or their affiliates hav...

This week we cover... 1. Energy - heating oil, met coal 2. Macro - labor shortages, fed action, interest rates, politics 3. Semiconductors - industry growth & Apple's new M1 Pro and Max chips 4. SaaS - valuations update + the case for Vertical SaaS This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

This week we cover... 1. Oil and Gas market pricing and sustainability 2. Expectations on interest rates 3. Cyber Security - We continue last week's discussion on cyber security and dig deeper on two Identity and Access Management companies: Okta and CyberArk This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack...

This week we cover... 1. Energy market pricing 2. Impact of fed liquidity on interest rates and bond yields 3. Cyber Security - We continue last week's discussion on cyber security and dig deeper on two endpoint security companies: SentinelOne and CrowdStrike This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack...

This week we cover... 1. Energy market bakwardation 2. Interest rates 3. IPO s - We continue our discussion on recent IPOs and dig deeper on a cyber security called SentinelOne Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

This week we cover... 1. Energy markets & the political impacts on met coal and European gas prices 2. IPO s - We continue our discussion on recent IPOs and dig deeper on Bumble and Duolingo Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales....

This week we cover... 1. Oil and Gas markets & the case for prolonged higher gas prices 3. Macro 2. IPOs - We continue our discussion on recent IPOs and dig deeper on Asana and Monday.com Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.sub...

This week we cover... 1. Oil and Gas markets, Taliban impact on global oil 3. Macro 2. IPOs - We continue our discussion on recent IPOs and dig deeper on GoodRx and Doximity Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

This week we cover... 1. Oil and Gas markets 2. IPOs - We continue our discussion on recent IPOs and dig deeper on Palantir and C3.ai . Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

This week we cover... 1. Oil and Gas markets 2. Politics - Afghanistan, Jackson Hole, Jerome Powell, and the California Recall election 3. IPOs - We continue our discussion on recent IPOs and dig deeper on Snowflake, who reports earnings today. Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscri...

This week we cover... 1. Recent headwinds in the energy market related to the delta variant and inflation 2. The potential impact of what is happening in Afghanistan on macro and global energy markets. 3. We continue our discussion on the last 12 months of IPOs and dig deeper on Airbnb and Roblox Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode....

Each week Hunt and Mike discuss three broad topics (energy, technology, and macro) and how they are thinking about investment decisions today. Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

Each week Hunt and Mike discuss three broad topics (energy, technology, and macro) and how they are thinking about investment decisions today. Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

Each week Hunt and Mike discuss three broad topics (energy, technology, and macro) and how they are thinking about investment decisions today. Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

Each week Hunt and Mike discuss three broad topics (energy, technology, and macro) and how they are thinking about investment decisions today. Theme song by Jayme Catsouphes is licensed under a Creative Commons License. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com