Investment Ideas by Antonio
Antonio LinaresEarly AMD and Tesla investor, with a 2,500% return since 2014. Gain insights into my research process by reading my deep dives. One free deep dive per month. Deep dive updates for paid subscribers only.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 332 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||
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antoniolinares.substack.comLatest Issues
Caris Life Sciences: the Deepest Data in Oncology
Biology will deliver most of the returns in the stock market in the coming two decades.
Now’s the time to get good at it.
The whole exome should compound harder than a 648-gene panel. The market isn't paying for it yet.
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In es...
NervGen: Chasing Ozempic for the Nervous System.
This deep dive is another step forward in my bio/acc journey. To learn the first principles Biology framework I use to understand biotech companies, you may benefit from taking the Biology module in my course.
My view remains that Biology...
Hims vs Tempus AI
This is an update of my original Hims deep dive and Tempus AI deep dive.
Hims and Tempus are building the same machine from opposite ends of medicine: one from your phone, one from the hospital. The only thing keeping them apart is i...
Tempus AI: Palantir With a Lab Coat.
I bought Palantir at $7. Tempus is fundamentally the same trade, in biology: a data-and-AI moat the market keeps pricing like a lab.
It built the data pipes into two thirds of American medicine. Now it is turning that data into an AI...
Recursion Pharmaceuticals: The Drug Factory That Designs Itself
This deep dive follows the deployment of the Biology module of my course, in which I teach a first principles framework that enables you to understand biology-based value creation processes.
It sits alongside my other biology deep dives, e...
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