Investment Ideas by Antonio

Investment Ideas by Antonio

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HelloFresh: Increasingly Asymmetric.
Q3 2025 ER Digest
Nov 13 • 
Antonio Linares
Spotify: Just Getting Started.
Q3 2025 ER Digest
Nov 12 • 
Antonio Linares
Snap: 2.7 EV/Sales, 34% DAU Growth YoY.
Q3 2025 ER Digest
Nov 11 • 
Antonio Linares
Meta: CapEx Continues to Pay Off.
Q3 2025 ER Digest
Nov 10 • 
Antonio Linares
Palantir: Only Getting Started.
Q3 2025 ER Digest
Nov 7 • 
Antonio Linares
Duolingo: Entering the Fortune-Making Zone.
Q3 2025 ER Digest
Nov 6 • 
Antonio Linares
AMD: Just Getting Started.
Q3 2025 ER Digest
Nov 5 • 
Antonio Linares
Hims: Entering Hyper-Personalisation.
Q3 2025 ER Digest
Nov 4 • 
Antonio Linares

October 2025

Amazon: Following Rufus.
Q3 2025 ER Digest
Oct 31 • 
Antonio Linares
AMD's Most Misunderstood Technology.
Update
Oct 27 • 
Antonio Linares
Immunity Bio: The Company That Could Save the World.
Deep Dive
Oct 24 • 
Antonio Linares
Tesla: Numbers are Totally Misunderstood.
Q3 2025 ER Digest
Oct 23 • 
Antonio Linares
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