An update on my $GPRO thesis. A low-key monopoly, growing margins + annual recurring revenue (D2C shift + subs), reduced OPEX, pricing power, new management, awesome balance sheet and healthy cashflows. Also anomalously under priced, 300% upside from here IMO.

Note: I´ve moved to SubStack. I´ll still be posting things on Medium occasionally , but now you can find most of my new work here.

GoPro is perhaps the most unobvious turnaround story that we have seen in a while. Not because it is complex to understand what is going…

The next inevitable and under-priced evolution in the auto-industry is connectivity. It is also the case for industry in general. $BB will be at the core of it.

Note: I´ve moved to SubStack. I´ll still be posting things on Medium occasionally , but now you can find most of my new work here.

Part 1: $BB is coming out of no where, in the eyes of the market. Multiples are catching up.

Part 2: $BB´s QNX is /…

A complete and simple framework, so you can think for yourself on the matter (and potentially make some wise investments).

With the onset of the pandemic it has become crucial to have at least a basic degree of knowledge on genomics and proteomics. We are currently at war with a cunning organism that inhabits in this genomic/proteomic realm. We can only defeat it within its realm and meanwhile, most of…

An idea for a library that maps genomes to emerging biological properties, to place humanity at the wheel of evolution/life.

This year I have come to the conclusion that the molecule is the new bit, because now we can read and edit the code of life, thanks to advances in genome sequencing and editing. This means we now have a platform to co-create with nature. Over the coming decades, we…

Organizations that excel in data science are going to see their productivity compound exponentially. The current tech sell-off presents a meaningful long term opportunity.

Power stems from capitalizing on the invisible, long term trends

Over the last few days I have been reading Peter Drucker´s “Post-Capitalism Society”. It´s a very thought provoking book, but the most relevant aspect (in my brain, today) is the overview it gives of the evolution of productivity over the last couple of centuries. Productivity is the sort of thing…

Antonio Linares

Investor, Technologist. Post opinions, not financial advice. Do your own research. Follow me at TW:alc2022

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