Archive - Margin of Safety Investing

Winds at the Back of Atlas Engineered Products $AEP.V

It could be a tidal wave in the longer term

Jan 9 •

Simon Handrahan

Update on OneWater Marine

Turning the ship around?

Jan 6 •

Simon Handrahan

Running the Long Race

Shoe Dog's Insights on Founder Resilience and Investing

Jan 5 •

Simon Handrahan

Customer Focused Investing

Lessons from a recent miss

Jan 4 •

Simon Handrahan

Lessons in Liquidity

Pinetree's leaves slowly falling

Jan 3 •

Simon Handrahan

2025 Stock Portfolio

An evolution to diversify

Jan 2 •

Simon Handrahan

December 2024

Are we there yet?

Not a typical 2025 stock market lookahead

Dec 31, 2024 •

Simon Handrahan

Circle-K's Pursuit of 7-11

Part 1: A shark eating a whale

Dec 28, 2024 •

Simon Handrahan

October 2024

Hershey Co. $HSY

A Chocolate Empire Facing New Realities

Oct 18, 2024 •

Simon Handrahan

July 2024

New Nanocap Idea

A high quality VMS business flying under the radar

Jul 30, 2024 •

Simon Handrahan

April 2024

The Capital Doesn’t Fall Far From the Pinetree

More than a Constellation Software copycat

Apr 17, 2024 •

Simon Handrahan

January 2024

Portfolio Change

Happy Belly Food Group

Jan 11, 2024 •

Simon Handrahan

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