Telltales

Hunt and Mike discuss... - Energy pricing and supply / demand balance- Macro factors- Pandemic stars - Zoom Video (ZM), Moderna (MRN)- Big Tech Regulations - New legislation proposed to begin in big tech + newly appointed FTC Chair - Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Facebook (FB), Microsoft (MSFT) 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

Hunt and Mike discuss... - Energy pricing and sustainability of current oil prices- Gridlock in Washington- FBI recovery of Colonial bitcoin ransom payment to DarkSide- IRS tax doc leak, and the implications- How to think about cloud security 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

Hunt and Mike discuss... - oil and gas markets- inflation- digital payments, and disruption in banking- the recent high profile hacking incidents and what it means for network security 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 discuss energy, Nvidia (NVDA), Taiwan Semiconductor (TSMC), Master Card (MC) and digital payments (SQ, PYPL, BTC). 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

Hunt and Mike discuss the announced AT&T (T) spin out of Warner Media and the rumored Amazon (AMZN) acquisition of MGM. 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

We review energy pricing, Fastenall (FAST), Goldman Sachs (GS), and Dish Network (DISH). 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

We review energy pricing, the merits of dividend paying companies, and compare two stocks, one that pays a dividend (Goldman Sachs, GS) and one that does not (Carmax, KMX).We discuss how the Biden Administration's policies might change the way shareholders pushes through changes in the tax structure. Finally, we cover Apple's (AAPL) latest earnings and the Epic lawsuit (which started this week) and provide some updates on the global chip shortage. This is a public episode. If you would like to