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Trash is Cash
Dumpster diving into the waste industry
Apr 13
•
Simon Handrahan
23
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Trash is Cash
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2
Circle-K's Pursuit of 7-11
Part 2: The View from Tokyo
Apr 6
•
Simon Handrahan
11
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Margin of Safety Investing
Circle-K's Pursuit of 7-11
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March 2025
Punch-Card Investments
forever is a heck of a long time
Mar 30
•
Simon Handrahan
9
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Punch-Card Investments
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January 2025
Winds at the Back of Atlas Engineered Products $AEP.V
It could be a tidal wave in the longer term
Jan 9
•
Simon Handrahan
7
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Margin of Safety Investing
Winds at the Back of Atlas Engineered Products $AEP.V
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Update on OneWater Marine
Turning the ship around?
Jan 6
•
Simon Handrahan
3
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Margin of Safety Investing
Update on OneWater Marine
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Running the Long Race
Shoe Dog's Insights on Founder Resilience and Investing
Jan 5
•
Simon Handrahan
13
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Running the Long Race
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Customer Focused Investing
Lessons from a recent miss
Jan 4
•
Simon Handrahan
9
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Margin of Safety Investing
Customer Focused Investing
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Lessons in Liquidity
Pinetree's leaves slowly falling
Jan 3
•
Simon Handrahan
4
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Margin of Safety Investing
Lessons in Liquidity
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2025 Stock Portfolio
An evolution to diversify
Jan 2
•
Simon Handrahan
10
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Margin of Safety Investing
2025 Stock Portfolio
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December 2024
Are we there yet?
Not a typical 2025 stock market lookahead
Dec 31, 2024
•
Simon Handrahan
13
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Margin of Safety Investing
Are we there yet?
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Circle-K's Pursuit of 7-11
Part 1: A shark eating a whale
Dec 28, 2024
•
Simon Handrahan
5
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Margin of Safety Investing
Circle-K's Pursuit of 7-11
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October 2024
Hershey Co. $HSY
A Chocolate Empire Facing New Realities
Oct 18, 2024
•
Simon Handrahan
9
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Margin of Safety Investing
Hershey Co. $HSY
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4
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