E2142 - October 20, 2021
This week we cover... 1. Energy - heating oil, me…
Telltales · Mike Nicoletti
October 21, 202128m 5s
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Show Notes
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
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