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Artwork for Margin of Safety Investing

Margin of Safety Investing

Simon Handrahan, Tristan, Paul Cerro, William

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

Platform
Substack
PricingFreemiumPublishesWeekly
Issues82SubscribersRead marginofsafetyinvesting.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Hershey Co. $HSY

A Chocolate Empire Facing New Realities

2 months ago
9
4
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New Nanocap Idea

A high quality VMS business flying under the radar

5 months ago
13
0
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The Capital Doesn’t Fall Far From the Pinetree

More than a Constellation Software copycat

8 months ago
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1
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Portfolio Change

Happy Belly Food Group

a year ago
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Authors

The writers behind this newsletter.

  • 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.

  • Tristan

    CPA & Private Investor

  • Paul Cerro

    Former investment banker @MerrillLynch in the consumer goods and retail space. Currently CIO of Cedar Grove Capital Management which specializes in long/short, merger arb, IPOs, and special situation research.

  • William

    Hi, I'm William (Twitter: @FundasyInvestor) - a finance writer who simplifies investment concepts, focuses on profits and business models. With a passion for storytelling, I enjoy bringing investing to life in an engaging way!

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