$PLTR · Both: Palantir 28x winner serves as template for identifying exceptional organizational traits in DUOL and HIMS

episode briefing

extracted intelligence

Antonio Linares

Going All In On Palantir, Hims and Duolingo w/Christian Darnton

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Both: Palantir 28x winner serves as template for identifying exceptional organizational traits in DUOL and HIMS

2026-02-09 · 5 company · 5 thematic

sentiment

5 bull0 bear0 neu

speakers

christian darnton

Longtime Palantir shareholder who influenced host's initial purchase; writes investment thesis on Substack; focuses on Bezos/Amazon playbook pattern recognition — iteration culture, long-termism, talent density — as causal drivers of FCF/share compounding; applies framework across Duolingo, Hims & Hers, and Palantir.

antonio linares

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

“All of the early Palunteer investors were were totally spot on. And I personally think especially with Dualingo, the same will happen today.”

—christian darnton

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