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10-Bagger Recipes
Hint: It's Math, Not Magic
Jul 29
•
Simon Handrahan
21
6
The Margin of Safety Stock Portfolio
A mid-year review
Jul 28
•
Simon Handrahan
20
13
Structure Shifts at OTCM
Some mid-long term tailwinds incoming
Jul 25
•
Simon Handrahan
18
2
Pinetree Capital Valuation
Even Pinetrees don't grow to the sky
Jul 24
•
Simon Handrahan
5
Learning From the Best
Introducing Prime Movers
Jul 18
•
Simon Handrahan
7
Zuck’s AI Talent Bet
Meta: A long-term quality investor's perspective
Jul 17
•
Simon Handrahan
9
7 Books To Be a Better Investor
100 posts down, 1000 to go!
Jul 16
•
Simon Handrahan
11
Boyd Group Services
A well managed consolidator whose stock's been flat for 5 years
Jul 14
•
Simon Handrahan
10
Secure Waste Infrastructure
A value stock with a high quality business underneath
Jul 10
•
Simon Handrahan
7
April 2025
Trash is Cash
Dumpster diving into the waste industry
Apr 13
•
Simon Handrahan
25
2
Circle-K's Pursuit of 7-11
Part 2: The View from Tokyo
Apr 6
•
Simon Handrahan
11
March 2025
Punch-Card Investments
forever is a heck of a long time
Mar 30
•
Simon Handrahan
9
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