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Margin of Safety Investing

Simon Handrahan

A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.

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Substack
PricingFreemiumPublishesWeekly
Issues109Founded5 years agoLast Issue4 months ago
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Latest Issues

Big Brother Is Watching You

The Compounding Engine of Zedcor's Fleet

Disclaimer: I own stock in Zedcor at the time of writing. This content is not intended as advice of any kind

4 months ago
13
8
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A Ten Bagger in the Making

Selling meters of material in a lollapalooza way

Disclaimer: I own stock in Aluula at the time of writing. This content is not intended as advice of any kind

4 months ago
16
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Software's Funeral

"The report of my death was an exaggeration"

- Mark Twain

Constellation Software’s stock price appears as though it is on track to be a worthless corporate entity by the end of the year. The story of their demise then quickly follows sui...

4 months ago
57
19

Avricore's Healthtab UK Pivot

Roaring back from the dead or setting up for disappointment?

Note: Avricore is a tiny illiquid stock and a speculative investment at best at this point. This is certainly not intended as any kind of advice, but merely my current thoughts a...

4 months ago
10
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Taking Stock in 2025

New and Old Stock ideas, reflections, long term strategy review

2025 was a great year in many ways. For my portfolio it was not.

5 months ago
19
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  • Simon Handrahan

    15+ years investing in public markets for myself and my family. Engineer by education, father of two and passionate about learning how the world and great businesses work. Looking for microcap to megacap investment ideas to hold for the long term.

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