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Weekly Notes #8
Salesforce, the transformation of a human lizard, keeping secrets and finding inspiration
10 hrs ago
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Best Buys October 2024
Two A-rated companies and some cleaning up
Oct 12
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Best Buys October 2024
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Weekly Notes #7
Hedge funds, a trader losing $415m, AI, cats and cars.
Oct 9
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Axcelis Stock Analysis Deep Dive
Apr 27
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Axcelis Stock Analysis Deep Dive
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Evolution AB Stock Analysis & Deep Dive
Oct 16, 2023
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Evolution AB Stock Analysis & Deep Dive
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Fortinet Stock Analysis & Deep Dive
Jan 2
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British American Tobacco Stock Analysis & Deep Dive
Jun 28, 2023
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Best Buys June 2024
Jun 20
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Best Buys June 2024
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Best Buys October 2024
Oct 12
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Best Buys October 2024
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Weekly Notes #6
With thoughts on beautiful cars, AI, SBC and the Chinese stock rally
Oct 3
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Earnings releases of Q3/2024
My comments on the most recent earnings releases
Sep 17
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Earnings releases of Q3/2024
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Q2/2024 Superinvestor Portfolio Update
Lets dive into those lovely 13F Filings
Sep 9
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Q2/2024 Superinvestor Portfolio Update
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41investments’s Substack
Stock research. Always searching for high quality, growing businesses at a reasonable price. Follow me for more ideas.
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