E2125 - June 23, 2021

from Telltales · host Mike Nicoletti

This week we discuss... 1. The price of oil - will it continue to go up? Some are calling for $100 oil. Hunt provides another perspective.2. Moderna - is Moderna (MRNA) a one hit wonder or long term cashflow machine? Hunt and Mike discuss challenges in valuing biotech stocks and ways to think about an investment in Moderna. 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

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