Substacks recommended by Simon Handrahan | Margin of Safety Investing

Recommended by Simon Handrahan

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

"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.

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

Treasure Hunting

By Sebastian Krog

Researching overlooked and undervalued Microcaps

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.

Crack The Market

By Ozeco

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

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

Business Model Mastery

By The Antifragile Investor

✅ Daily stock analysis for serious long-term investors. One company a day, decoded via business model, moat, free cash flow, owner earnings, risks and valuation, so you can see what most investors miss.

Value Investing by Giles Capital

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

Compounders

By DIY Investor

20 quality companies selected from 8,000+ stocks. Simple process. Beating the SPY & QQQ.

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.

Exploring with Alluvial Capital

By Dave Waters

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

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

Coughlin Cap

By Brian Coughlin

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

Secret Sauce Investing

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

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.

Wall St Gunslinger

By Michael

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