Something Big is Happening At This Company...

2026-01-20 · 2 company · 3 thematic

sentiment

2 bull0 bear0 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

“Now the hallmark of that sort of operational blueprint is on the one hand revenue that rises exponentially with capital requirements that are relatively small in context and with a rising return on invested capital. So this line here is Kr…”

—antonio linares

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▶ 1:45 · $KRKNF · Something Big is Happening At This Company...

episode briefing

Antonio Linares