Value Stock Geek - Margin of Safety Investing Podcast Ep. 03

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High quality companies at compelling prices and more!

Simon Handrahan

and

Value Stock Geek

Oct 2, 2023

No transcript...

Note: I use Stratoshphere to help with my research, to follow my holdings, screen for ideas and get insights to company specific KPI’s that drive the business results. I also use it for charting in my content to visualize data. Get 25% off a great stock research platform, stratosphere.io

For anyone not already following VSG, he is a great follow to understand some of the best businesses available on the public market. Today we talked about his process and how it has evolved, what he sees as his edge in investing for the long term in high quality businesses. He touches on his thoughts about allocation through his “weird portfolio” and views on diversification. We also chat about (not) market timing.

I had a lot of fun with this one, please check and out and leave a comment or question below!

Value Stock Geek

’s work can be found here and his twitter account is @valuestockgeek:

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