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)
-
(NEW!) The Secret Recipe of Stock Market Winners: the Value:Price Ratio and World Class Management. (21:22)
-
The Costco Algorithm: The Father of All Multibaggers. (12:44)
-
The Pursuit of Ever Strengthening Moats, Platforms and Exponential Growth (22:48)
-
The Nvidia/Palantir Algorithm: The Blueprint for Exponential Growth. (13:29)
-
Validating Qualitative Observations with KPIs (23:07)
-
Front Running Financials (10:30)
-
The Amazon and Spotify Algorithm: Reading Financials Like a Pro. (13:23)
-
Building a High Performing Portfolio (5:38)
-
(Highly Replicable) Framework Summary (5:01)
-
Valuation (21:36)
-
Managing a Watchlist (5:31)
-
Bonus: Framework Cheatsheet.
-
Writing Deep Dives and Building an Audience (22:15)
-
Mistakes Worth $300K (And How to Avoid Them) (15:51)
-
Managing Volatility (11:50)
-
How to get help from Antonio
-
Tell your friends about the course and make money.
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 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!
