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Rivian: Why It Deserves My Attention.
Q1 2024 Update
Jul 22
•
Antonio Linares
8
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Rivian: Why It Deserves My Attention.
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Oddity: FCF/Share Rising Fast.
Deep Dive by Lorenzo Bastianelli, a 2 Hour Deep Diver alumni.
Jul 16
•
Lorenzo Bastianelli
11
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Oddity: FCF/Share Rising Fast.
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Plejd: The $AAPL of Electricians
Deep Dive by Eric Santa, a 2 Hour Deep Diver Alumni
Jul 11
•
Eric Santa, CFA
11
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Plejd: The $AAPL of Electricians
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June 2024
Meta: The Next Frontier.
Re-Deep-Dive
Jun 30
•
Antonio Linares
20
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Meta: The Next Frontier.
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Tesla: 1.8M Robots on the Road.
Q1 2024 ER Digest
Jun 25
•
Antonio Linares
20
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Tesla: 1.8M Robots on the Road.
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Going All in on Hims, Palantir and 3 Other Stocks
Portfolio Deep Dive
Jun 13
•
Antonio Linares
28
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Going All in on Hims, Palantir and 3 Other Stocks
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May 2024
Demystifying SuperMicroComputer, Inc.
Deep Dive
May 31
•
Antonio Linares
12
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Demystifying SuperMicroComputer, Inc.
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AMD's New $200B Business
Q1 2024 ER Digest
May 29
•
Antonio Linares
16
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AMD's New $200B Business
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Palantir: A Trillion $ Transformation.
Q1 2024 ER Digest
May 20
•
Antonio Linares
15
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Palantir: A Trillion $ Transformation.
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Zoom: The Forgotten Innovator.
Deep Dive by Eric Santa, a 2 Hour Deep Diver Alumni
May 19
•
Antonio Linares
and
Eric Santa, CFA
15
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Zoom: The Forgotten Innovator.
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Hims: Extraordinary Execution.
Q1 2024 ER Digest
May 12
•
Antonio Linares
26
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Hims: Extraordinary Execution.
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April 2024
Netflix: The Anatomy of a 460X Stock
Re-Deep-Dive
Apr 30
•
Antonio Linares
11
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Netflix: The Anatomy of a 460X Stock
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