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Invest's Substack

Invest Like The Legends
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Latest Issues

Adobe’s AI Odyssey: Can the Creative Giant Reinvent Its Moat in a Post‑Generative Era?

Adobe has long been the default canvas of the creative world. From Photoshop and Illustrator to Premiere Pro, the company owns the workflow for design, photography and video. In 2026, however, sentiment shifted. New generative‑AI tools - s...

2 months ago

Palantir: From Secretive Data Giant to AI Powerhouse

Imagine a company that sells intelligence itself. Born in the wake of 9/11 to help US spies track terrorists, Palantir spent most of its first decade lurking in classified budgets. Today the company sits on the front lines of the AI boom, p...

2 months ago
1

Case Study: Charlie Munger’s Investment in See’s Candies

In 1972, Charlie Munger and Warren Buffett made a transformative acquisition for Berkshire Hathaway: See’s Candies. At first glance, it wasn’t an obvious choice. The company was small, regional, and operated in a highly competitive industry...

2 months ago

Case Study: Peter Lynch’s Investment in Dunkin’ Donuts

A Small Bet That Paid Off Big

Peter Lynch, the legendary manager of Fidelity’s Magellan Fund, was famous for his “invest in what you know” philosophy. Among his many successful investments, Dunkin’ Donuts stands out as a prime example...

3 months ago
1

Case Study: Warren Buffett’s Investment in Coca-Cola

A Timeless Investment

In 1988, Warren Buffett made one of his most iconic and enduring investments by purchasing shares in Coca-Cola. At the time, Coca-Cola wasn’t the obvious choice for many investors. The company had recently faced...

3 months ago
1

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