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$SPOT · How to Make 25X Your Money In the Stock Market: Early Palantir Investor Explains.
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$SPOT···bullish· high· posantonio linares
Linares details 6x Spotify gain from 2022 $97.50 entry on FCF/share thesis
Bought when MAUs growing at record pace but investors depressed; believed ARPU would increase exponentially with podcast/audiobook verticals, driving FCF/share up with flat costs.…
$DUOL···bullish· high· posantonio linares
Linares doubles down on Duolingo as next 10-100x bet on AI-accelerated education platform
Same thesis as Spotify but order of magnitude smaller; deploying educational verticals (chess, math, music) and AI will accelerate value creation process; FCF/share already growin…
$PLTR···bullish· high· posantonio linares
Linares reveals 25x Palantir gain from $7 entry on platform thesis
Bought when market viewed Palantir as a consulting company; believed it was a platform in the making. AIP (AI Platform) unlocked digital twin distribution, and as AI capabilities…
$AMD···bullish· high· posantonio linares
Linares discloses 60x AMD gain, held through pessimism on value creation thesis
Held through past year's pessimism because of clear visibility on value creation process; focuses on fundamentals not sentiment, long-term thinking on extraordinary companies led…