Archive - Investment Ideas by Antonio

November 2024

Rivian: An Operating System.

Nov 30 •

Antonio Linares

Duolingo: Disrupting the $7.3T Education Market.

Nov 27 •

Antonio Linares

HelloFresh: Turning Around.

Q3 2024 ER Update

Nov 22 •

Antonio Linares

It's Hims vs Amazon Now.

Nov 20 •

Antonio Linares

Spotify: A 5X Investment (And Counting).

Q3 2024 ER Digest

Nov 15 •

Antonio Linares

Palantir: Not Selling a Single Share.

Q3 2024 ER Digest

Nov 13 •

Antonio Linares

Hims: A $400B Company in the Making.

Q3 2024 ER Digest

Nov 8 •

Antonio Linares

Tesla: It's 2020 Again.

Q3 2024 ER Update

Nov 6 •

Antonio Linares

AMD: The Next AI Giant.

Q3 2024 ER Update

Nov 1 •

Antonio Linares

October 2024

RocketLab: The Messi of Space.

Oct 30 •

Antonio Linares

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