Substacks recommended by Simon Handrahan | Margin of Safety Investing

Recommended by 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

"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

Treasure Hunting

By Sebastian

Researching overlooked and undervalued Microcaps

Secret Sauce Investing

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

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)

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

Security Analysis

By Value Stock Geek

I am looking for high quality companies trading at attractive valuations. I analyze companies & evaluate their merits. I also host a podcast where I answer Q&A and interview investors.

Coughlin Capital

By Brian Coughlin

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

Prime Movers

By Simon Handrahan

Actionable insights from standing on the shoulders of giants

Alina Khay

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

Crack The Market

By Ozeco

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

DIY Investor's Newsletter

Beating the SPY and QQQ on the side as an engineer. Join for practical tools and systems if you are busy with life and work like me, but would like to achieve reasonable returns.

Value Investing by Giles Capital

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

Exploring with Alluvial Capital

By Dave Waters

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

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.

The Nasdaq Playbook

By The NASDAQ Playbook

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

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 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.

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

Exit Velocity Investing

By Rahul Setty

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

WiseDoor.net

By The Team

Your Path to Real Estate Investment Success

WiseDoor.net will give you the knowledge and tools for Real Estate Investment Success.

- Simon Handrahan