In this episode of Telltales, the hosts (Jason Wallace, Hunt Lawrence and Mike Nicoletti) go through a 20-page memo and pick one stock from each page that they think will have the highest free cash flow growth in 2024. Check out telltales.us for more
Sections and Stocks Discussed:
0:00:31 Exhibit C - Oil and gas pricing updates
0:01:54 Exhibit B - Natural gas supply and demand
0:02:03 Exhibit A - Government funding negotiations
0:02:19 Cashflow Pick'em - Choosing cash flow winners
0:03:07 Page 20 - Ridesharing and e-commerce picks
0:04:20 Page 19 - Healthcare and pharma faceoff
0:05:17 Page 18 - Commodity and chemical companies
0:06:54 Page 17 - Shipping and retailers compete
0:07:40 Page 16 - Restaurant industry showdown
0:08:57 Page 15 - Pharma and imaging matchup
0:10:17 Page 14 - Industrials and manufacturing picks
0:10:47 Page 13 - Battle of the investment banks
0:11:32 Page 12 - Natural gas stocks debate
0:12:05 Page 11 - Oil production all-stars
0:12:51 Page 10 - Midstream pipeline operators
0:13:31 Page 9 - Integrated oil supermajors
0:15:06 Page 8 - Retail industry heavyweights
0:16:18 Page 7 - Payments processors face-off
0:17:40 Pages 5 & 6 - Telecom and cable giants
0:19:19 Page 4 - Video streaming platforms
0:20:30 Page 3 - Semiconductor tech companies
0:22:00 Page 2 - Enterprise software standouts
0:23:33 Page 1 - Big tech trilogy
This podcast and the information herein are intended for informational purposes only. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. While certain information contained herein has been obtained from sources believed to be reliable, neither the author nor any of his employers or their affiliates have independently verified this information, and its accuracy and completeness cannot be guaranteed. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. The author and all employers and their affiliated persons assume no liability for this information and no obligation to update the information or analysis contained herein in the future.
