The Hidden Giant That Could Dominate Global Finance

2025-11-19 · 1 company · 2 thematic

sentiment

1 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

“So this company is perfectly applying the Costco algorithm to international payments. Point is, everyone has to make international payments, so if you delight customers on that front, eventually you can use that goodwill as a platform to l…”

—antonio linares

now playing · $WISE

$WISE···bullish· mediumantonio linares

Host sees Wise as hidden gem applying Costco algorithm to cross-border payments

Wise is executing the Costco algorithm in cross-border payments — lowering take rates while growing volume and improving unit economics, expanding into commercial finance and bank…