Antonio Linares

How Antonio Picks Winners.

Name: How Antonio Picks Winners.
Uploaded: 2025-10-21T13:30:04Z
Description: Antonio explains the importance of understanding operational blueprints, which then help you understand value creation processes better. This then allows Antonio to understand which businesses are going to print the most free cash flow per share over the long term.

10/21/2025, 1:30:04 PM

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Economic Summary

The speaker emphasizes using an operational 'Costco algorithm' as a repeatable blueprint to spot early-stage winners; this approach underpins picks like Spotify (SPOT) and Hims (HIMS) and implies focusing on unit economics and membership-style advantages.
Tesla (TSLA) and AMD (AMD) are cited as prime examples validating the approach: Tesla is up over 34,590% since IPO and AMD is up over 5,600% since Lisa Su took over, illustrating the outsized returns possible from operational excellence.

Bullish

Operational 'Costco algorithm' identifies early winners like SPOT and HIMS.
Tesla and AMD show massive returns, validating this blueprint.

Bearish

No bearish cases captured.

Bullish tickers

SPOTHIMSTSLAAMDCOST

SPOT

Bullish

Picked due to the 'Costco algorithm' operational blueprint; seen as an early winner with growth potential.

HIMS

Bullish

Highlighted as another early-stage pick driven by the same operational thesis as SPOT.

TSLA

Bullish

Cited as a prime example of the algorithm delivering enormous returns (up over 34,590% since IPO).

AMD

Bullish

Used as evidence of turnaround and operational leadership under Lisa Su, delivering ~5,600% gains.

COST

Bullish

Used as the namesake 'Costco algorithm' — an operational model serving as a blueprint to find winners.

People mentioned

Lisa Su