Archive - 41investments’s Substack

Best Buys July 2024

What is most interesting right now?

Jul 25 •

June 2024

Best Buys June 2024

Companies that are worth looking into

Jun 20 •

May 2024

Earnings releases of Q2/2024

My comments on the most recent earnings releases

May 25 •

Q1/2024 Superinvestor Portfolio Update

Lets dive into those lovely 13F Filings

May 20 •

April 2024

Axcelis Stock Analysis Deep Dive

A fascinating small niche player in the semiconductor realm

Apr 27 •

Earnings releases of Q1/2024

My comments on the most recent earnings releases

Apr 12 •

January 2024

Current Investment Ideas #1

Companies that are on my radar right now

Jan 24 •

Fortinet Stock Analysis & Deep Dive

How you can profit from cyber crime (without being a criminal)

Jan 2 •

November 2023

MercadoLibre Stock Analysis & Deep Dive

Just another Amazon of South America or is there more to be discovered?

Nov 25, 2023 •

Texas Pacific Land Stock Analysis & Deep Dive

Let's play Monopoly and start with the best lots

Nov 3, 2023 •

October 2023

Evolution AB Stock Analysis & Deep Dive

A live gaming operator from Sweden

Oct 16, 2023 •

Datagroup Stock Analysis & Deep Dive

IT as a service at a charming valuation

Oct 14, 2023 •

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