Antonio´s Framework
-
A Note to My Friends
-
Introducing the Framework Behind A 2900% and 1400% Return (6:59)
-
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)
-
Bonus: Framework Cheatsheet.
-
Bonus: Writing Deep Dives and Building an Audience (22:15)
-
How to get help from Antonio
Guided Deep Dives
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 is 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?
-
Ask me a question!
