Investment Ideas by Antonio

Antonio Linares
I share actionable investment ideas weekly, allowing you to gain an insight into my process that has delivered 2500%+ return since 2014. One deep dive per month. Join the hundreds of smart and inquisitive minds that are connected to my thought process.
Created 13 Jul 2021
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  • $AMRS: Like $AAPL 30 Years Ago
    01 Jan 2022 • 21 min read • 8 5
    Note: you may enjoy reading this older post on the key advances in the genomics space in order to better understand the below. Summary: $AMRS is pioneering the synthetic biology industry, which will e...
  • $BB: Q3 2022 ER Review
    23 Dec 2021 • 3 min read • 1 3
    Note: this is an update to my deep dive on $BB. Blackberry is Focused on Growth Now $BB reported its Q3 2022 earnings on 21/12/2021. Overall, my impression is that cybersecurity part of the business i...
  • Parallels Between the SynBio and PC Industries
    21 Dec 2021 • 2 min read
    Horizontal Platforms Based On Software Tend to Win As I continue to get deeper into $AMRS, I am beginning to glimpse parallels between the computer industry and the nascent synthetic biology industry....
  • $AMRS: A Less Hyped Version of $DNA?
    19 Dec 2021 • 4 min read • 2 0
    Note: this is an update on my deep dive on $DNA. I suggest reading it first, if you haven´t already, to better understand the below information. Summary: $DNA trades at 46 times $AMRS´s price to sales...
  • $GPRO: Uploading my First Deep Dive to Youtube
    14 Dec 2021 • < 1 min read
    Dear all, I just wanted to let you know that from now on I will also be posting videos on Youtube. I hope that you enjoy them and below, you can find my first video on $GPRO. Additionally, it’s been a...
  • $ABNB: A Bet on the Future of Life
    08 Dec 2021 • 4 min read
    Dear reader, From now on (on top of a monthly deep dive) I will be doing weekly semi deep-dives in which I will aim to distill the essence of potential long positions. I will not go too deep into the ...
  • $DNA: The Next AWS ?
    30 Nov 2021 • 10 min read • 3 3
    Note: to better understand this post, I suggest you check out this other post in which I explain the key tech advancements in the synthetic biology space, if you have not already. Summary: $DNA is dev...
  • Seeing Through Market´s Variant/Covid Fears
    26 Nov 2021 • 3 min read
    I wrote a brief piece last summer, with the intention of giving my readers the ability to see through the market’s concerns about delta. Today, I share some thoughts which will help you navigate this ...
  • $PLTR: Understanding its Immense Potential
    24 Nov 2021 • 4 min read • 0 2
    Summary: Palantir could kick off the adoption of AI and Blockchain across industry, by enabling organizations to create digital twins that these technologies can be deployed on, completely changing th...
  • Understanding and Investing in the Genomics/Proteomics Revolution
    23 Nov 2021 • 6 min read
    Dear all, I am currently working on a deep dive of $DNA (Gingko Bioworks). I believe it has the potential to be the next AWS kind of platform we see emerge in the world. Since $DNA is all about geneti...
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