Sitemap - 2022 - Investment Ideas by Antonio

Crowdstrike: A Generational Company?

My Portfolio

Meta: Investing for An Exponential Future

What´s going on at Gingko Bioworks?

Palantir Q3 2022 ER Digest

Super Enterprises or Kaizen 2.0

GoPro Q3 2022 ER Digest

Amyris Q3 2022 ER Digest

AMD: Disrupting Nvidia

Spotify Q3 2022 ER Digest

Spotify's Text-to-Audio Bridge

Electrons and Dollars

Tesla Q3 22 ER and AI Day Digest

Blackberry Q2 2023 ER Digest

Hims Q2 2022 ER Notes

Lemonade: Geico for Lunch

Spotify Q2 2022 ER Digest

Palantir Q2 2022 ER Digest

GoPro Q2 2022 ER Digest

Amyris Q2 2022 ER Digest

Teladoc: The Future of Healthcare

$APPS: Prime Digital Real Estate At a Discount

Hims&Hers: Disrupting the $4T Healthcare Market

Blackberry Q1 2023 ER Digest

Molecular Mimicry and Long COVID

Artificial Intelligence 101

Spotify´s $100B Revenue Target

The Future of Palantir and Web 3

Box: An Asymmetric Cloud Rocket

Demystifying Inflation

The Mental Recession

Amyris Q1 2022 ER Digest

Palantir Q1 2022 ER Digest

GoPro Q1 2022 ER Digest

Spotify Q1 2022 ER Digest

Tesla: Unlocking the Age of Abundance

Is Spotify the Google of Audio?

Netflix and the Warner Brothers Discovery Merger

Blackberry Q4 ´22 ER Review

Why You Shouldn't Ignore Organizational Structure

Palantir vs Spotify

In Investing, Systems > Goals

Investment Ideas (Free) Discord

What's Really Happening in the Markets

Why Palantir, Spotify have no Actual Competition

Palantir: The Most Important Company in the West

Thoughts on Spotify at $140

Thoughts on $AMRS Q4 ER

Shopify: A 10X Over 10 Yrs Candidate

Podcast with Robert Reynolds

$U: The Future King of Content

$OSTK: Current Price Factors in 0 Future Growth

Invaluable Lessons from SP500 History

An example of a narrative I leveraged to create wealth

Exploiting Narratives to Create Wealth

Q4 ER: $GPRO Has Turned Around

Q4 Review and What Joe Rogan Really Means for $SPOT

$SQ: A Hypergrowth Fintech Distribution Machine (In Process)

$TWST: A Potential Future Winner

A New Theory of Value Investing, Amidst the Downturn

$MRNA: Its SAM Just Doubled (Multiple Sclerosis, Epstein-Barr)

$SPOT and "The Podverse"

$AMRS: Like $AAPL 30 Years Ago