Welcome to our 2024 Cashflow Pick'em Results Epsode, where Hunt, Mike, and Jason recap the cashflow growth in each company in the memo. Download the memo at Telltales.us and check out episode 2401 where we made our initial picks, here: 2024 Cashflow Pick'em

Today we will explore who came out on top in free cash flow growth and examine the forces shaping energy, technology, and healthcare in 2024.

[00:01:03] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt expects Iranian oil exports to decline in early 2025 even without Trump reimposing sanctions. He sees the oil market surplus capacity tightening from 4.4 million barrels per day in 2024 to 3 million in 2025.

[00:02:16] Exhibit B: US GAS DEMAND / SUPPLY Cold January weather has boosted near-term natural gas prices, but 2025 and 2026 prices remain flat. Power demand growth continues to outpace LNG.

[00:02:59] Exhibit A: US GOV'T REVENUES AND EXPENSES Elon Musk's influence and 200M Twitter followers are seen as a positive for deficit reduction efforts. Hunt is encouraged by the direction, even if cutting $1T in spending is a tall order.

[00:03:53] 2024 Cashflow Pickem Results (Pages 20-1) Mike and Hunt review their cashflow growth predictions from the prior year's episode across all 20 pages (80 companies) of the memo. Mike wins with 11 points!

The Telltales hosts scrutinize their 2024 cashflow picks, gleaning insights for their upcoming 2025 predictions. They also touch on the potential market implications of a second Trump term, particularly in energy and federal spending.

Oakcliff Sailing Update & Requests

This week on the Oakcliff segment, Dawn discussed the awesome accomplishments of Oakcliff Sailing this year. She suggests 3 ways you can support Oakcliff in 2025, they are…

1. Join and/or host the Oakcliff Winter Tour - This is a two session event gathering our graduates and collaborators to entertain and educate in an effort to set up American Sailing for success into 2028 and beyond. Click here for more info.

2. Train at Oakcliff in ‘25 - If you are into sailing haven’t yet trained at Oakcliff, you should! If you aren’t into sailing then you need to try it. Oakcliff has pathways for sailors of all levels. Check out www.oakcliffsailing.org for more.

3. Make a donation to Oakcliff Sailing - It’s that time of year. Break out your checkbook and support Oakcliff! Donate Now!

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