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Tech Stock Goldmine by Antonio
Antonio´s Framework
A Note to My Friends
Introducing the Framework Behind 36X, 14X, 4X and 3X Investments (11:05)
Identifying Potential Multi-Baggers and The Innovator´s Dilemma (15:38)
The Pursuit of Ever Strengthening Moats, Platforms and Exponential Growth (22:48)
Validating Qualitative Observations with KPIs (9:24)
Front Running Financials (10:30)
Building a High Performing Portfolio (5:38)
(Highly Replicable) Framework Summary (5:01)
(NEW!) Valuation (15:16)
(NEW!) Managing a Watchlist (5:31)
Bonus: Framework Cheatsheet.
Bonus: Writing Deep Dives and Building an Audience (22:15)
How to get help from Antonio
Guided Deep Dives
Introduction
Meta Deep Dive (11:06)
Amazon Deep Dive (10:41)
Palantir Deep Dive (13:51)
Spotify Deep Dive (10:29)
Finishing Off
Frequently Asked Questions (Ask me questions here)
Where can I download the slides for the course?
What do you mean by a 'probabilistic model?'
In the financials section, what do you mean by 'simple accounting'?
How is a company a 'network' and how are we living in a 'network economy?'
What do you mean by 'new verticals?'
What is a 'flywheel'?
What do you mean by an 'inflection point?'
What do you mean by 'core value creation mechanism?'
What do you mean by 'capital allocation?'
How do the different 'organizational properties' relate to each other?
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A Note to My Friends
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