On Friday I had a conversation with Kai, Lorenzo and Francisco going through their respective IonQ, Duolingo and AAVE deep dives. All three are alumni of my Tech Stock Goldmine course and it was great to see how fast they are progressing, at different stages of their journeys as thinkers, writers and investors. As always, you can access the podcast for free in the links provided above.
We held a competition two weeks ago on X, in which everyone was able to vote for the deep dive they liked the most. Kai’s deep dive won the competition, with Lorenzo’s coming in second and Francisco’s coming in third. However, deep dives in real life are not a competition - it’s about becoming the best thinker and investor that you can be by repeatedly thinking deeply about problems and exposing your work to the public eye, driving unparalleled accountability.
All three participants have had the courage to expose their in depth thoughts to a large audience and this is the path to rapid self improvement across the board. This was Kai’s and Francisco’s first deep dive ever and has required great effort on their end. Writing your first deep dive is a strenuous exercise, but as evidenced by Lorenzo’s rapid progress, it tends to compound wonderfully over time.
Lorenzo’s first deep dive was on Oddity and you can clearly see how he has come to gradually master the act of analyzing a company deeply and putting his thoughts into words, creating an Ontology of the thesis as he beautifully defined it in the above conversation. This Ontology travels the world while you sleep, looking for new friends, partners and customers. But most importantly, it helps you understand a company at a level of depth that most market participants can.
My most sincere congratulations to Kai, Lorenzo and Francisco for their progress. I’m looking forward to see them become master deep divers over the long term, which I believe will bring much satisfaction and success. If you want to learn to write deep dives like them, consider taking my Tech Stock Goldmine course in which I teach you to analyze companies and pick winners in tech like I do.
By the way, Lorenzo is posting and updating his theses online in his own Substack, which I recommend you subscribe to.
Until next time!
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Disclosure
These are opinions only of the individual author. The contents of this piece do not contain investment advice and the information provided is for educational purposes only and no discussions constitute an offer to sell or the solicitation of an offer to buy any securities of any company. All content is purely subjective and you should do your own due diligence.
Antonio Linares makes no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in the piece. Any assumptions, opinions and estimates expressed in the piece constitute judgments of the author as of the date thereof and are subject to change without notice. Any projections contained in the Information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. Antonio Linares does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. Antonio Linares is not acting as your financial, legal, accounting, tax or other adviser or in any fiduciary capacity.
Duolingo is always a winner. They terrorise everyone who isn’t learning a language!! That’s why I’m investing in them 🫡
Great job guys. Glad to watch and read. I bought a small position in Oddity a few months ago after reading the deep dive. Understanding companies is very important and valuable. It's the difference of selling at a 50% gain vs 500+% vs an indefinite hold. My first ( independent)deep dive was on Grail Bio. Already up 100% w/in 2 months of buying and nowhere thinking about selling shares.