41investments’s Substack

Salesforce, the unknown agentic AI player

Salesforce sells force, what else does it do? Why is it so interesting right now?

Oct 31

6

11

Crypto, Leverage and Lessons learned

A short story on an eventful Friday, October 10th of 2025

Oct 12 • 

41investments

1

4

I am buying Amazon. Are you?

Why you should have a closer look at this Mag7 stock

Oct 8 • 

41investments

8

20

September 2025

Stocks that I sold in September

There has been some change in my portfolio. Learn more here

Sep 23 • 

41investments

2

1

Best Buys September 2025

Autumn is coming. Time to make your portfolio pretty

Sep 12 • 

41investments

1

5

August 2025

Adobe - The Return of the King?

or is AI killing Adobe's business?

Aug 22

23

30

Q2/2025 Superinvestor Portfolio Update

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

Aug 19 • 

41investments

2

4

Arista Networks Q2/2025 Earnings Review

Is this new All Time High justified?

Aug 13

1

1

July 2025

Alphabet Q2/2025 Earnings Review

Does this look like a dying business to you?

Jul 26

1

3

ASML HY1/2025 Earnings Review

Learn what one of the most important companies in the world was up to in the first half of 2025

Jul 23

1

2

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

Companies that I removed from the great list

Jul 7 • 

41investments

3

2

June 2025

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

Good vs Great companies: Choose wisely

Jun 18 • 

41investments

1

2