41investments’s Substack | Substack
41investments’s Substack
Stock research. Always searching for high quality, growing businesses at a reasonable price. Follow me for more ideas.
Launched 3 years ago
AI Observations – June 2026 (Part 1): The Boom Continues
The infrastructure boom is real—whether the profits will be is another question
Jun 10•41investments
Q1 2026 Superinvestor 13F Portfolio Update — Part 2
The Biggest Trends, Consensus Bets, and Capital Rotation
May 27•41investments
Q1 2026 Superinvestor 13F Portfolio Update — Part 1
Hidden Gems, High Conviction, and Billion-Dollar Bets
May 21•41investments
Adobe - The Return of the King?
Aug 22, 2025
AMD Stock Analysis & Deep Dive
Dec 30, 2024•41investments
Oct 8, 2025•41investments
Mastercard: Finally a drawdown
Jan 28•41investments
Salesforce, the unknown agentic AI player
Oct 31, 2025
AI won’t kill Booking - it might make it stronger
Why the world’s leading online travel platform could become even more dominant in the age of AI
May 7
Tumultuous times equal great opportunities
Apr 7•41investments
Adobe's Q1/2026 Earnings Review
A good topline mixed with a sudden CEO departure.
Mar 17
Thoughts on Texas Pacific Land (March 2026)
Should you buy more or is it time to trim?
Mar 13•41investments
Salesforce February 2026 earnings review
A mix of dark and bright clouds in the sky
Mar 3
Q4/2025 Superinvestor Portfolio Update
Two clear buys and three decisive sells amongst the Superinvestors. Learn about them here
Feb 20•41investments
Tumultuous times equal great opportunities
Feb 9•41investments
Mastercard: Finally a drawdown
Is it finally time to buy this compounder?
Jan 28•41investments
What is going on with Software stocks / SaaSmageddon?
Is all hope lost for Software stocks?
Jan 21•41investments