E2126 - June 30, 2021
from Telltales Hosted by Mike Nicoletti
This week we discuss... 1. The price of natural gas - will it continue to go up? Hunt compares and contrasts the current state of the natural gas market with the oil market he directed last week. 2. Long term buy and hold - we discuss Nvidia under the framework of investing in companies that are able to continually grow cashflow on a per share basis over the long term. 3. Zoom Video - we continue the discussion of "value play" versus "value trap" and discuss 'net retention', one of the metrics we will be looking for in their next earnings release. 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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