Archive - 41investments’s Substack

Best Buys March 2025

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

21 hrs ago •

February 2025

January 2025

December 2024

AMD Stock Analysis & Deep Dive

Perfectly positioned to profit from the rise of AI and the worlds hunger for more computing power.

Dec 30, 2024 •

Weekly Notes #14

Wisdom from Buffett and Munger, E-commerce, trees, dying fast, eating startups, roller coasters, a man in your ear, Bitcoin art and red beauties.

Dec 17, 2024

Weekly Notes #13

American Express, Meta and the advertisement business, expensive restaurant chains, finding investment ideas, Energy Drinks and tall Chinese

Dec 10, 2024 •

Best Buys December 2024

Alphabet, ASML and two sales

Dec 6, 2024 •

Weekly Notes #12

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

Dec 2, 2024 •

November 2024

Axcelis Q3/2024 Earnings Review

Mixed results for this semiconductor niche company

Nov 25, 2024

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