EPISODE · Oct 21, 2021 · 28 MIN
E2142 - October 20, 2021
from Telltales · host Mike Nicoletti
This week we cover...1. Energy - heating oil, met coal2. Macro - labor shortages, fed action, interest rates, politics3. 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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E2142 - October 20, 2021
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