Big Brother Is Watching You

The Compounding Engine of Zedcor's Fleet

Feb 6 • Simon Handrahan

12

8

3

January 2026

A Ten Bagger in the Making

Selling meters of material in a lollapalooza way

Jan 31 • Simon Handrahan

15

2

Software's Funeral

Constellation Software's future and other thoughts on the future of SAAS

Jan 25 • Simon Handrahan

56

19

6

Avricore's Healthtab UK Pivot

Roaring back from the dead or setting up for disappointment?

Jan 17 • Simon Handrahan

10

1

December 2025

Taking Stock in 2025

New and Old Stock ideas, reflections, long term strategy review

Dec 31, 2025 • Simon Handrahan

19

1

October 2025

Early-Stage Consolidator with Significant Upside Potential

Happy Belly Food Group (CSE: HBFG)

Oct 22, 2025 • Simon Handrahan

6

3

July 2025

10-Bagger Recipes

Hint: It's Math, Not Magic

Jul 29, 2025 • Simon Handrahan

24

8

7

The Margin of Safety Stock Portfolio

A mid-year review

Jul 28, 2025 • Simon Handrahan

22

13

2

Structure Shifts at OTCM

Some mid-long term tailwinds incoming

Jul 25, 2025 • Simon Handrahan

18

2

2

Pinetree Capital Valuation

Even Pinetrees don't grow to the sky

Jul 24, 2025 • Simon Handrahan

6

1

Learning From the Best

Introducing Prime Movers

Jul 18, 2025 • Simon Handrahan

7

1

Zuck’s AI Talent Bet

Meta: A long-term quality investor's perspective

Jul 17, 2025 • Simon Handrahan

9

2