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Netflix: Not A Streaming Company
Deep Dive
Antonio Linares
Mar 18
12
3
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Netflix: Not A Streaming Company
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Palantir Q4 2022 ER Digest
Update
Antonio Linares
Mar 12
12
1
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Palantir Q4 2022 ER Digest
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February 2023
Microsoft Deep Dive
Important Note
Antonio Linares
Feb 28
8
1
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Microsoft Deep Dive
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Microsoft: A Cultural Masterpiece
Deep Dive
Antonio Linares
Feb 28
27
2
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Microsoft: A Cultural Masterpiece
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AMD: Betting on AI
Q4 2022 ER Digest
Antonio Linares
Feb 15
8
2
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AMD: Betting on AI
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GoPro: Fate Loves Irony
Q4 2022 ER Digest
Antonio Linares
Feb 13
7
3
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GoPro: Fate Loves Irony
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Tesla: Unlocking the Age of Abundance
Tesla Q4 2022 ER Digest
Antonio Linares
Feb 11
11
5
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Tesla: Unlocking the Age of Abundance
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Spotify: the Google of Audio in the Making
Update
Antonio Linares
Feb 8
14
2
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Spotify: the Google of Audio in the Making
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January 2023
Amazon: Set Up for a Free Cash-flow Explosion
Deep Dive
Antonio Linares
Jan 29
42
5
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Amazon: Set Up for a Free Cash-flow Explosion
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Blackberry Q3 2022 ER Digest
Update
Antonio Linares
Jan 5
12
1
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Blackberry Q3 2022 ER Digest
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December 2022
Crowdstrike: A Generational Company?
Deep Dive
Antonio Linares
Dec 23, 2022
24
4
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Crowdstrike: A Generational Company?
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November 2022
Meta: Investing for An Exponential Future
Deep Dive
Antonio Linares
Nov 24, 2022
37
5
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Meta: Investing for An Exponential Future
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