Archive - 41investments’s Substack

The difference between a good and a great company: part 2

Companies that I removed from the great list

Jul 7 •

June 2025

The difference between a good and a great company: part 1

Good vs Great companies: Choose wisely

Jun 18 •

Investing in the age of AI

What you need to know and which companies will benefit the most

Jun 9 •

May 2025

Q1/2025 Superinvestor Portfolio Update

Let's dive into those lovely 13F Filings and learn what the Superinvestors bought and sold

May 17 •

April 2025

March 2025

Best Buys March 2025

With the markets being down it is time to review your buying list

Mar 14 •

February 2025

January 2025

Adobe Stock Analysis & Deep Dive January 2025

Back at the same P/E as my last deep dive. Is it as attractive as in 2023?

Jan 31 •

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