My Portfolio

Antonio Linares
Dec 20, 2022
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Below, you can find a list of my current positions which I intend to hold for 5 years or more, on average. They are in no particular order.

Investment Ideas by Antonio
Palantir: The Most Important Company in the West
Welcome back! Today, I bring you my deep dive on , a company that I believe has the potential to own the cloud computing space (skip to section 3.0 for that). I hope that you enjoy it as much as I have enjoyed researching and writing about it. Below is the format for this week´s write up. Feel free to skip to whatever section may be of your interest…
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2 years ago · 25 likes · 17 comments · Antonio Linares
Investment Ideas by Antonio
$AMRS: Like $AAPL 30 Years Ago
Note: you may enjoy reading this older post on the key advances in the genomics space in order to better understand the below. Summary: is pioneering the synthetic biology industry, which will enable us to make expensive and scarce things ubiquitous, cheap and sustainable…
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2 years ago · 23 likes · 10 comments · Antonio Linares
Investment Ideas by Antonio
$BB: the Most Undervalued Tech Platform on Earth
Summary: ‘ s current business is ok priced and has a very cheap implicit call option on what is likely to be one of the biggest tech platforms 5-10 years down the line. $BB has a relatively stable financial situation, increasingly competitive products and is now focusing on sales. All the above makes this an asymmetric investment opportunity…
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3 years ago · 7 likes · 12 comments · Antonio Linares
Investment Ideas by Antonio
Tesla: Unlocking the Age of Abundance
Hello everyone! After a month of researching , I am very excited to post my deep dive on the company. I hope you enjoy reading it. Below, you can find the post´s structure and as always, feel free to skip to any section of your interest. 1.0 Tesla´s Core Value and Long Term Potential…
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2 years ago · 18 likes · 6 comments · Antonio Linares
Investment Ideas by Antonio
$SPOT: The $GOOGL of Audio in the Making
Summary: at its simplest, is a music retailer. 75% of the money it makes today is kept by labels. For this reason, $SPOT has a relatively low gross margin of 25%. $SPOT has a strong cultural dominance (way ahead of its competitors), is very well managed and is getting smarter every day (AI…
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3 years ago · 10 likes · 8 comments · Antonio Linares
Investment Ideas by Antonio
$GPRO: Potentially the Most Undervalued / Overlooked Stock Today
Summary: has burnt a lot of investors in the past. For this reason, its current turn around is being mostly overlooked. Action cameras are here to stay, since they enable the creation of top quality content and today, content is king and equivalent to cash…
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3 years ago · 4 likes · 2 comments · Antonio Linares
Investment Ideas by Antonio
AMD: Positioned to Become an AI Giant
deep dive here. Enjoy. 1.0 AMD´s “Secret Recipe” 2.0 Pensando and Xilinx: Towards Pervasive AI 3.0 From CPUs to GPUs 4.0 Future Applications, China and the Macro-economy 5.0 Business Segments and Financials 6.0 Thoughts on Taiwan and Conclusion…
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a year ago · 19 likes · 5 comments · Antonio Linares

You can also reach me at:

Twitter: @alc2022

LinkedIn: antoniolinaresc

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.