Substacks recommended by Simon Handrahan | Margin of Safety Investing

Recommended by Simon Handrahan

MicroCap Mindset

Weekly Snacks

By Paul Cerro

Weekly newsletter of compiled investment ideas, Twitter posts, and research. Every Sunday in snack form.

Finding Compounder's Substack

By Finding Compounders

Welcome to Finding Compounders, a substack dedicated to the art of investing in quality companies. Join us as we explore businesses with strong competitive advantages, sustainable growth potential, exceptional management teams, and sound financials.

Hourglass Investing

By Hourglass Network

Investment research into growth opportunities. Company deep dives every second Thursday. Weekly podcast episodes on Tuesdays. Watchlist stocks every Friday.

Hurdle Rate

By Tristan

Value Investing in my Circle of Competence (Financial & Professional Services)

Tristan is honed in his craft. A high standard and no fluff master of his circle of competence.

- Simon Handrahan

The Mikro Kap

By David Katunarić

looking for no-brainers in the micro-cap space

Exit Velocity Investing

By Rahul Setty

Finding opportunities for outsized investment returns. Swing hard when you find it.

Left’s Newsletter

Investing

A unique and insightful take on smallcaps with interesting and often unique ideas for the investor looking for ideas.

- Simon Handrahan

Invariant

By Devin LaSarre

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

Well thought out and easy to consume investing and business writing.

- Simon Handrahan

Treasure Hunting

By Sebastian

Researching overlooked and undervalued Microcaps

Wall St Gunslinger

By Michael

An Investing Collective: Actionable Ideas, Company Analysis, Introspection, and Constant Curiosity

Young Money Cap’s Newsletter

By Young Money Capital

Bi-weekly deep dives into companies that I believe are undervalued.

Giro's Newsletter

By Giro’s Newsletter

An independent investment newsletter that offers insightful analysis of LatAm's most incredible businesses and impacting events.

Great insights and trade ideas from an intelligent and experienced account. Check it out and consider supporting!

- Simon Handrahan

Fundasy Investor

By William

Fundamentally driven stocks that have qualitative advantages explained in a simple manner!

Secret Sauce Investing

Publishing a monthly company write up. Searching for and researching companies with compounding opportunities.

Capital Employed

Fund manager interviews and stock pitches

Capital Employment has consistently been able to deliver to its audience high quality and interesting investment ideas.

- Simon Handrahan

Canadian Dividend Investing

By Nelson

I uncover great Canadian dividend stocks.

Finding Moats International, Investment Research Service

By FindingMoats

Growth alone is overrated and resilience is underrated. Invest in companies that treat their capital as you treat yours. Do not focus on the next quarter, but rather in the next quarter-century. We spend 100+ hours on every company so you don't have to.

Exploring with Alluvial Capital

By Dave Waters

In search of value in the market's forgotten corners.

Cedar Grove Capital Management

By Paul Cerro

Multi-strategy investment fund focused on L/S, M&A Arb, and Special Situations.

Security Analysis

By Value Stock Geek

I analyze a company every week, assessing whether they are worth holding for the long term. I provide regular updates into my portfolio with total transparency. The publication also includes a weekly podcast.

"From $100K to $1M" & More.

By YZ

Sharing my investing journey of trying to turn $100,000 into $1,000,000 - mostly stocks and some private equities.

Raw, unfiltered take with a personal perspective on trading/investing on a journey to learn and gain wealth.

- Simon Handrahan

Investment Talk

By Conor Mac

Essays about the stock market, finance, and human behaviour.

The Intellectual Investor

By Vitaliy Katsenelson

Value Investing, Life/Philosophy and Classical Music Explained

Vitaliy is a great writer who brings more than numbers to the world of investing.

- Simon Handrahan

Chit Chat Stocks

Discussing stocks, investing, financial markets, and more. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.