Archive - Margin of Safety Investing

10-Bagger Recipes

Hint: It's Math, Not Magic

Jul 29 •

Simon Handrahan

The Margin of Safety Stock Portfolio

A mid-year review

Jul 28 •

Simon Handrahan

Structure Shifts at OTCM

Some mid-long term tailwinds incoming

Jul 25 •

Simon Handrahan

Pinetree Capital Valuation

Even Pinetrees don't grow to the sky

Jul 24 •

Simon Handrahan

Learning From the Best

Introducing Prime Movers

Jul 18 •

Simon Handrahan

Zuck’s AI Talent Bet

Meta: A long-term quality investor's perspective

Jul 17 •

Simon Handrahan

7 Books To Be a Better Investor

100 posts down, 1000 to go!

Jul 16 •

Simon Handrahan

Boyd Group Services

A well managed consolidator whose stock's been flat for 5 years

Jul 14 •

Simon Handrahan

Secure Waste Infrastructure

A value stock with a high quality business underneath

Jul 10 •

Simon Handrahan

April 2025

Dumpster diving into the waste industry

Apr 13 •

Simon Handrahan

Circle-K's Pursuit of 7-11

Part 2: The View from Tokyo

Apr 6 •

Simon Handrahan

March 2025

Punch-Card Investments

forever is a heck of a long time

Mar 30 •

Simon Handrahan

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