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▶ 2:12 · $PLTR · Hims and Duolingo are Trillion Dollar Companies in the Making
episode briefing
Antonio Linares

Hims and Duolingo are Trillion Dollar Companies in the Making

2025-12-31 · 5 company · 4 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
“We all know the story about Palunteer being labeled as a consulting company back in 2022 at the sort of 7 to $9 range. It was so wrong that the company is now up 27x.”
—antonio linares
now playing · $PLTR
$PLTR···bullish· mediumantonio linares
Palantir cited as 27x winner after being mislabeled a consulting company in 2022
Palantir was deeply misunderstood at $7-9 in 2022; early holders made 27x, illustrating how consensus can be wildly wrong on network-effect businesses.
$HIMS···bullish· high· posantonio linares
Host bets heavily on Hims as trillion-dollar healthcare disruptor despite 50% drawdowns
Hims is building a proprietary healthcare network with biomarker data and labs that creates a top-of-funnel moat; management executes ahead of expectations and understands healthc…
$DUOL···bullish· high· posantonio linares
Host doubles down on Duolingo at 60% discount as AI redefines teaching quality
Duolingo's network effects and data create an AI-powered education moat; CEO Luis von Ahn's shift to teaching quality aligns with host's vision, making the drawdown a buying oppor…
$SPOT···bullish· low· posantonio linares
Spotify held in portfolio and performed well in 2025
Spotify is a portfolio holding that has done really well this year, part of a diversified bet alongside Palantir and AMD.
$AMD···bullish· low· posantonio linares
AMD held in portfolio and performed well in 2025
AMD is a portfolio holding that has done really well this year, part of a diversified bet alongside Spotify and Palantir.