41investments’s Substack

Best Buys April 2026

Tumultuous times equal great opportunities

Apr 7 • 41investments

5

2

March 2026

Adobe's Q1/2026 Earnings Review

A good topline mixed with a sudden CEO departure.

Mar 17

6

2

4

Thoughts on Texas Pacific Land (March 2026)

Should you buy more or is it time to trim?

Mar 13 • 41investments

5

4

Salesforce February 2026 earnings review

A mix of dark and bright clouds in the sky

Mar 3

3

2

February 2026

Q4/2025 Superinvestor Portfolio Update

Two clear buys and three decisive sells amongst the Superinvestors. Learn about them here

Feb 20 • 41investments

3

4

Best Buys February 2026

Tumultuous times equal great opportunities

Feb 9 • 41investments

5

9

January 2026

Mastercard: Finally a drawdown

Is it finally time to buy this compounder?

Jan 28 • 41investments

15

22

What is going on with Software stocks / SaaSmageddon?

Is all hope lost for Software stocks?

Jan 21 • 41investments

12

24

December 2025

Ferrari: Is the stock now attractive?

The stock is down 35%. Is it time to buy this great company?

Dec 24, 2025 • 41investments

3

7

Adobe Q4/2025 Earnings Review & my SEMrush takeover take

The company that is being killed by AI is still pretty much alive

Dec 14, 2025

3

3

Best Buys December 2025

Christmas shopping for your portfolio

Dec 4, 2025 • 41investments

6

3

November 2025

AI eats the world

Where are we today and what can we learn from the past?

Nov 23, 2025 • 41investments

8

3