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Copart’s DNA $CPRT
From Junk to Gold and beyond
10 hr ago
•
Simon Handrahan
7
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Copart’s DNA $CPRT
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Beating the Market
The Power of Independent Thought and the Lone Wolf Approach
May 25
•
Simon Handrahan
13
3
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Beating the Market
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April 2023
Brookfield Corporation $BN
Play long term games
Apr 26
•
Simon Handrahan
23
5
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Brookfield Corporation $BN
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March 2023
Portfolio Updates
Some moves, updates and a look ahead
Mar 22
•
Simon Handrahan
17
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Portfolio Updates
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The Value of N+1 and Integrity
Quality of management drives robust opportunity
Mar 12
•
Simon Handrahan
11
2
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The Value of N+1 and Integrity
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January 2023
Atlas Engineered Products $AEP.V
Truss me; you’ll want to read this
Jan 29
•
Simon Handrahan
20
1
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Atlas Engineered Products $AEP.V
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Constellation Software KPI Insights
In which direction is the business headed?
Jan 15
•
Simon Handrahan
7
3
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Constellation Software KPI Insights
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Copart Moat Review
I've never met a wreck I didn't like
Jan 6
•
Simon Handrahan
13
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Copart Moat Review
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Minor Correction for Stratosphere Discount
My apologies but the link in my most recent post is not working for anyone interested in the discount. For those interested, please try using di…
Jan 5
•
Simon Handrahan
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Minor Correction for Stratosphere Discount
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Margin of Safety Investing Tools
My go-to tools, websites, platforms for stock research
Jan 5
•
Simon Handrahan
10
1
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Margin of Safety Investing Tools
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November 2022
TableTrac $TBTC
A microcap with a founder led team with laser focus
Nov 20, 2022
•
Simon Handrahan
16
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TableTrac $TBTC
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October 2022
Q3 2022 Portfolio Update
The joys of holding aren’t free
Oct 2, 2022
•
Simon Handrahan
14
1
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Q3 2022 Portfolio Update
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