HeyJaredTelltales
An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogies telltales.substack.com
- Indexed episodes, last 90 days
- 23
- Latest publication
- Sep 20, 2026
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- Earliest in this view
- Jul 5, 2026
Latest episodes
Weekend Update - W2638 (opens the original)
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▶ Explore this week’s Tape — live, sortable, drill-down → Read the Vesting Schedule Amazon signed two documents with Generac on Tuesday. Everybody covered the smaller one. The supply agreement is the small document: backup generators for Amazon data centers, initial deliveries expected to total two point four billion dollars across twenty-twenty-seven and twenty-twenty-eight. The warrant is the large one. Amazon took the right to buy about 1.7 million Generac shares at a fixed strike, roughly ei
AI Is an Engineering Problem, Not an Extinction Event (opens the original)
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Hunt, Mike, and Jason walk the Cash Flow Memo with oil back near $100, the 10-year above 5%, and the AI labs talking about extinction. Plus notes from the All-In Summit and a Vertex update. The Cashflow Memo Key Takeaways * Hunt holds oil around $90 with the 12-month strip ~$20 lower despite WTI briefly topping $100; the real squeeze is diesel (~$200/bbl globally) from Ukrainian strikes on Russian refineries, Chinese product-export limits, and uninsurable Gulf product tankers. * Gas has settled
Weekend Update - W2637 (opens the original)
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▶ Explore this week’s Tape — live, sortable, drill-down → The Biggest AI Builder Just Chose Dilution Four weeks ago the argument in this column was that the AI buildout had turned into a credit trade — that what prices the complex from here is whether somebody else’s lender says yes. Oracle answered the question this week, in a filing, and the answer was not a lender. It was the shareholders. Start with the numbers everybody quoted. Oracle earned a record twenty-three billion dollars of operatin
$500,000 vs. $50,000: Montana's Cancer Treatment Loophole (opens the original)
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Hunt, Mike, and Jason walk the Cash Flow Memo across an escalating Iran-US oil standoff, the widening federal deficit, a wave of new AI agent products from xAI and Meta, and a Montana law reshaping the economics of cancer immunotherapy. The Cashflow Memo Key Takeaways * Iran-US tensions escalated in the Persian Gulf (US Navy sinking Iranian shadow fleet tankers after a failed missile strike on the USS Abraham Lincoln) and pushed Brent over $100 intraday, but Hunt reads the ~$20 12-month backward
Weekend Update - W2636 (opens the original)
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▶ Explore this week’s Tape — live, sortable, drill-down → ONEOK Bought a Ratio ONEOK announced a four-point-four-billion-dollar acquisition last weekend and raised nine billion dollars to pay for it. The gap between those two numbers is the story, and it is not what the headlines carried. Four-point-four billion buys Brazos Midstream’s Permian gathering and processing assets. Five billion retires debt ¹ . Page ten of the Cash Flow Memo carries ONEOK at about thirty-three billion dollars of net d
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