Archive - 41investments’s Substack

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

Weekly Notes #13

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

Dec 10 •

Best Buys December 2024

Alphabet, ASML and two sales

Dec 6 •

Weekly Notes #12

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

Dec 2 •

November 2024

October 2024

Weekly Notes #10

YTD performance, Lithium, living on a cloud, first principles and a crocodile eating Finland

Oct 31 •

Weekly Notes #9

ASML, IPOs, finding a partner and making money by doing so as well as catching a rocket.

Oct 23 •

Weekly Notes #8

Salesforce, the transformation of a human lizard, keeping secrets and finding inspiration

Oct 17 •

Best Buys October 2024

Two A-rated companies and some cleaning up

Oct 12 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts