▶ 0:03 · $PLTR · We Have to Talk About Palantir Very Seriously... And is Duolingo A Mistake?

episode briefing

We Have to Talk About Palantir Very Seriously... And is Duolingo A Mistake?

2026-02-03 · 7 company · 2 thematic

sentiment

3 bull0 bear4 neu

speakers

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote

“What's interesting about Palunteer is that obviously the value creation processes now show up in the financials after the valuation is 20 something times higher. However, what's also true for extraordinary companies is that so long as thei…”

—antonio linares

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