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Investment Ideas by Antonio

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Summary

Sector Tech
Content Type Analysis
Website Substack
Paywall No

Ratings

Average Rating 8.3
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Ranking 490

Content

Picture of Investment Ideas by Antonio

Lemonade: The Spotify of Insurance?

June 5, 2025, 12:37 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Abcellera: The Palantir of Biotech in the Making.

June 2, 2025, 6:07 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Hims vs LifeMD: An In Depth Review.

May 31, 2025, 11:57 a.m.

No Paywall
Picture of Investment Ideas by Antonio

PBMs Like Cigna are Hims's Life Force

May 22, 2025, 1:54 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Roblox: Meta's Only Real Competitor.

May 21, 2025, 5:06 p.m.

No Paywall
Picture of Investment Ideas by Antonio

ASTS Nears Liftoff: Gateway Bookings Signal Rapid Progress.

May 19, 2025, 1:57 p.m.

No Paywall
Picture of Investment Ideas by Antonio

How Hims Becomes the Most Valuable Subscription on the Planet.

May 13, 2025, 1:08 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Palantir's Next Inflection Point.

May 7, 2025, 2:44 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Hims Has More Than 100X Potential.

May 6, 2025, 9:49 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Palantir and Hims Earnings Preview.

May 5, 2025, 3:08 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Duolingo is My Next Big Bet.

May 2, 2025, 5:55 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Meta: The Asymmetry Factory Continues.

May 1, 2025, 5:24 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Spotify’s Cash Flow Continues to Soar.

April 30, 2025, 3:25 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Is Tesla Done?

April 24, 2025, 7:31 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Reviewing the Coscto Algorithm.

April 23, 2025, 2:59 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Hims is Like Netflix 15 Years Ago.

April 21, 2025, 6:20 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Surviving the Tariff Wars

April 12, 2025, 1:58 p.m.

No Paywall
Picture of Investment Ideas by Antonio

HelloFresh: The Turnaround Continues.

April 9, 2025, 4 p.m.

No Paywall
Picture of Investment Ideas by Antonio

RocketLab's Latest Move.

April 3, 2025, 2:21 p.m.

No Paywall
Picture of Investment Ideas by Antonio

My Two New Big Bets: Hims and Duolingo.

April 1, 2025, 2:49 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Answering ALL Your Questions About Hims.

March 27, 2025, 3:26 p.m.

No Paywall
Picture of Investment Ideas by Antonio

AST Spacemobile Has No Competition.

March 25, 2025, 2:30 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Singularity Scalers: Creating Generational Wealth in the Age of AI.

March 20, 2025, 3:40 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Duolingo: Netflix/Spotify 10 Years Ago.

March 18, 2025, 6:24 p.m.

No Paywall
Picture of Investment Ideas by Antonio

Compounding Thousands Into Millions: The Art of Identifying Winners Early.

March 12, 2025, 2:10 p.m.

No Paywall