E2142 - October 20, 2021 episode artwork

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

0:00 28:05

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This episode was published on October 21, 2021.

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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...

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