Antonio´s Framework
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A Note to My Friends
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Introducing the Framework Behind 36X, 14X, 4X and 3X Investments (11:05)
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Identifying Potential Multi-Baggers and The Innovator´s Dilemma (15:38)
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The Pursuit of Ever Strengthening Moats, Platforms and Exponential Growth (22:48)
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Validating Qualitative Observations with KPIs (9:24)
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Front Running Financials (10:30)
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Building a High Performing Portfolio (5:38)
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(Highly Replicable) Framework Summary (5:01)
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(NEW!) Valuation (15:16)
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(NEW!) Managing a Watchlist (5:31)
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Bonus: Framework Cheatsheet.
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Bonus: Writing Deep Dives and Building an Audience (22:15)
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How to get help from Antonio
Guided Deep Dives
Frequently Asked Questions (Ask me questions here)
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Where can I download the slides for the course?
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What do you mean by a 'probabilistic model?'
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In the financials section, what do you mean by 'simple accounting'?
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How is a company a 'network' and how are we living in a 'network economy?'
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What do you mean by 'new verticals?'
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What is a 'flywheel'?
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What do you mean by an 'inflection point?'
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What do you mean by 'core value creation mechanism?'
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What do you mean by 'capital allocation?'
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How do the different 'organizational properties' relate to each other?
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Ask me a question!
