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Portfolio Updates
Some moves, updates and a look ahead
Simon Handrahan
Mar 22
14
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Portfolio Updates
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The Value of N+1 and Integrity
Quality of management drives robust opportunity
Simon Handrahan
Mar 12
9
2
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The Value of N+1 and Integrity
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January 2023
Atlas Engineered Products $AEP.V
Truss me; you’ll want to read this
Simon Handrahan
Jan 29
20
1
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Atlas Engineered Products $AEP.V
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Constellation Software KPI Insights
In which direction is the business headed?
Simon Handrahan
Jan 15
7
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Constellation Software KPI Insights
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Copart Moat Review
I've never met a wreck I didn't like
Simon Handrahan
Jan 6
12
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Copart Moat Review
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Minor Correction for Stratosphere Discount
My apologies but the link in my most recent post is not working for anyone interested in the discount. For those interested, please try using di…
Simon Handrahan
Jan 5
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Minor Correction for Stratosphere Discount
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Margin of Safety Investing Tools
My go-to tools, websites, platforms for stock research
Simon Handrahan
Jan 5
10
1
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Margin of Safety Investing Tools
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November 2022
TableTrac $TBTC
A microcap with a founder led team with laser focus
Simon Handrahan
Nov 20, 2022
16
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TableTrac $TBTC
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October 2022
Q3 2022 Portfolio Update
The joys of holding aren’t free
Simon Handrahan
Oct 2, 2022
14
1
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Q3 2022 Portfolio Update
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September 2022
Lindy Businesses
They get tougher and tougher to kill
Simon Handrahan
Sep 14, 2022
15
3
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Lindy Businesses
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August 2022
Kelly Partners Group Holdings $KPG.AX
Taking advantage of “A great business poorly done"
Simon Handrahan
Aug 27, 2022
9
1
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Kelly Partners Group Holdings $KPG.AX
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Xpel Update $XPEL
Some thoughts on Q2 Earnings and a look ahead
Simon Handrahan
Aug 10, 2022
6
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Xpel Update $XPEL
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