Substacks recommended by Simon Handrahan | Margin of Safety Investing

Recommended by Simon Handrahan

We specialise in value investing to grow capital. Sign up for free updates from us.

Beating the SPY and QQQ on the side as an engineer. I share lots of investment ideas and tools. If you are busy with life and work like me, but would like to achieve reasonable returns, this is the place to be. Join today!

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

Finding Moats Investment Research

By FindingMoats

In-depth, independent research on high-quality companies with a long-term mindset that cuts through short-term noise. Full transparency — every portfolio change is disclosed in advance.

Hidden Gems Investing

By Chris Waller

30 page reports and primary research on 'hidden gems' in the small cap value space.

Chris at Hidden Gems Investing does good research on good ideas where others don't go. This is a recipe for successful investing.

- 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

Coughlin Cap

By Brian Coughlin

Independent research on businesses worth owning. I share my process, my positions, and my reasoning.

Treasure Hunting

By Sebastian

Researching overlooked and undervalued Microcaps

Business Model Mastery

By The Antifragile Investor

✅ Your daily 2-minute breakdown of how great companies work. Build a mental database of business models, spot true competitive advantages faster, and finally compare opportunities with clarity. Let your knowledge compound every day. (PS: check spam inbox)

Exit Velocity Investing

By Rahul Setty

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

The Nasdaq Playbook

By The NASDAQ Playbook

A data-driven 3x Nasdaq trading strategy that achieved 64.000% since the beginning of the Dotcom crash.

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

By Yegor

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

Alina Khay

Actionable insights and strategies on Financial Markets, Quantitative Finance and Machine Learning—backed by data and research.

Security Analysis

By Value Stock Geek

I seek high-quality companies trading at attractive valuations. I conduct in-depth analysis to assess their fundamentals and long-term prospects, then closely monitor the valuation and performance of those I believe are exceptional businesses.

Crack The Market

By Ozeco

Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.

Exploring with Alluvial Capital

By Dave Waters

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

Secret Sauce Investing

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

Hurdle Rate

By Tristan

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

- Simon Handrahan

Wall St Gunslinger

By Michael

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

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.