E2142 - October 20, 2021
from Telltales Hosted by Mike Nicoletti
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
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This episode was published on October 21, 2021.
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