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▶ 0:45 · $RXRX · we have to talk about hims and duolingo...
episode briefing
Antonio Linares

we have to talk about hims and duolingo...

2026-06-03 · 5 company · 3 thematic
sentiment
5 bull0 bear0 neu
speakers
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
“By the way, before we get into that, and I prepared an in-depth presentation for you today, just know that I posted my Recursion Pharmaceuticals deep dive. This is a company that's learning to read and write biology probably more accuratel…”
—antonio linares
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