Substacks recommended by Simon Handrahan | Margin of Safety Investing

Recommended by Simon Handrahan

Research that may range from microcaps to megacaps... sharing where I'm finding my favorite risk adjusted ideas in the market today.

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

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

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. Trusted by 100+ paying subscribers.

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 other Special Situations.

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.