Substacks recommended by Simon Handrahan | Margin of Safety Investing

Recommended by Simon Handrahan

Value Investing by Giles Capital

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

Coughlin Cap

By Brian Coughlin

Independent, value-oriented research — I write about stocks across China and global markets.

Finding Moats Investment Research

By FindingMoats

Fundamental research. Focused on natural monopolies and oligopolies. Irreplaceable assets and high barriers to entry. Long-term thinking.

Alina Khay

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

DIY Investor's Newsletter

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!

The Nasdaq Playbook

By The NASDAQ Playbook

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

Business Model Mastery

By The Antifragile Investor

✅ Your daily 2-minute breakdown of how great businesses work. Build your investible universe and learn to spot real competitive advantages, so you can compare opportunities with more clarity. (PS: check spam inbox)

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

Secret Sauce Investing

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

Crack The Market

By Ozeco

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

Treasure Hunting

By Sebastian

Researching overlooked and undervalued Microcaps

"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

Exploring with Alluvial Capital

By Dave Waters

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

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

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

Exit Velocity Investing

By Rahul Setty

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

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.

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.