41investments

Superinvestors Are Selling Amazon and Buying Mastercard — The Full Q2/2026 13F Verdict (Part 3/3)

Mastercard was the most-bought stock this quarter, Amazon the most-sold. Plus: why Zoetis lost 69% of its value, and the surprising logic behind Chris…

Sep 1 • 41investments

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August 2026

One Fund Manager Just Put 42% of His Portfolio in One Stock — Inside 10 Superinvestors You've Never Heard Of (Part 2/3)

A 20%-of-portfolio Okta exit, forced selling from redemptions, and the lesser-known managers quietly outperforming the famous ones. Part 3 ranks every…

Aug 28 • 41investments

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The Q2/2026 13F Season, Part 1 of 3: Ackman's New Bets, Tepper's $400M SanDisk Exit, and a Fund Manager Betting on Gravel

Inside the Q2/2026 13F filings of AltaRock, Fundsmith, Valley Forge, Polen Capital, and Pershing Square — plus the market backdrop that drove their…

Aug 25 • 41investments

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Booking Holdings (BKNG) Q2 2026 Earnings: Is the +10% Rally Justified?

A breakdown of Booking's Q2 numbers, share buybacks, and AI strategy — plus my valuation take (P/E, EV/FCF) on whether BKNG is still a buy after…

Aug 12

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July 2026

Best Buys August 2026 | Buying quality while the market looks elsewhere

AI is creating both winners and mispriced opportunities

Jul 31 • 41investments

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AI observations – July 2026: The biggest AI trends you should know

Why AI is getting more expensive, more political, and much bigger than most people realize.

Jul 14 • 41investments

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June 2026

Adobe's Q2/2026 Earnings Review

CEO Leaving. CFO Leaving. Should Investors Be Worried?

Jun 24

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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

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May 2026

Q1 2026 Superinvestor 13F Portfolio Update — Part 2

The Biggest Trends, Consensus Bets, and Capital Rotation

May 27 • 41investments

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Q1 2026 Superinvestor 13F Portfolio Update — Part 1

Hidden Gems, High Conviction, and Billion-Dollar Bets

May 21 • 41investments

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AI won’t kill Booking - it might make it stronger

Booking Holdings: A world-class compounder hiding in plain sight

May 7

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April 2026

Best Buys April 2026

Tumultuous times equal great opportunities

Apr 7 • 41investments

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