Archive - 41investments’s Substack

Weekly Notes #12

Crashes, streaming wars, a slow James Bond, Gen Z, slicing an iPhone and hallucinations

1 hr ago •

November 2024

October 2024

Weekly Notes #10

YTD performance, Lithium, living on a cloud, first principles and a crocodile eating Finland

Oct 31 •

Weekly Notes #9

ASML, IPOs, finding a partner and making money by doing so as well as catching a rocket.

Oct 23 •

Weekly Notes #8

Salesforce, the transformation of a human lizard, keeping secrets and finding inspiration

Oct 17 •

Best Buys October 2024

Two A-rated companies and some cleaning up

Oct 12 •

Weekly Notes #7

Hedge funds, a trader losing $415m, AI, cats and cars.

Oct 9 •

Weekly Notes #6

With thoughts on beautiful cars, AI, SBC and the Chinese stock rally

Oct 3 •

September 2024

Earnings releases of Q3/2024

My comments on the most recent earnings releases

Sep 17 •

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