Margin of Safety Investing

Simon Handrahan
Deep dives and shallow takes on interesting businesses. Portfolio updates and other investing thoughts as well as the occasional finance book review.
Created 27 Mar 2021
33
Posts
59
Likes
3
Comments
1
Mention
  • Investment Wisdom from the OG
    26 Oct 2021 • 4 min read • 3 0
    Warren Buffett is the well known investor that has led Berkshire Hathaway from a worn down old textile manufacturer to the behemoth conglomerate today. Making anyone who invested with him along the wa...
  • The Princess in the Castle or a Spiky Blue Shell?
    15 Oct 2021 • 9 min read • 2 0
    Nintendo is a long lasting and conservatively run organization. Operating with great assets in its iconic IP, in a growth industry with an edge in pricing power and distribution. It’s exploring relate...
  • Microcap Serial Acquirer in the Medical Software Niche
    07 Oct 2021 • 10 min read • 3 0
    DISCLOSURE: I own a small amount of shares in the business discussed below at the time of publication. The below is not a recommendation of any kind and you should recognize that it is likely that I’m...
  • Capital Allocation Insights from Constellation Software
    01 Oct 2021 • 5 min read • 5 0
    I recently read chronologically through the shareholder letters from Constellation Software. From 2007-2017 (and again in 2021) the founder and President, Mark Leonard, took the time to write his thou...
  • Dollar Stores Explored
    28 Sep 2021 • 3 min read • 3 0
    The Case for the Dollar Store How do seemingly boring and mediocre dollar store businesses do so well? Only over the last few years have I been aware of the amazing consistent growth apparent with som...
  • Top 10 Holdings Q4 2021
    24 Sep 2021 • 1 min read • 2 1
    Q3 Performance Performance for the quarter, and year to date has been good but I don’t put much stock into that metric beyond making my ego even more inflated than it ought to be. Subscribe now 15% fo...
  • My 10 Biggest Investment Mistakes Pt. 1
    16 Sep 2021 • 10 min read • 2 0
    Where did all my money go? We all claim to have learned from our mistakes. It’s easy to point to past mistakes and say “I’ll never do that again”. How many people actually take the time to clearly ana...
  • Serial Acquirers
    14 Sep 2021 • 7 min read • 4 0
    Something that I’ve noticed over the past few months is that I’ve unintentionally been drawn to companies that have a history of buying up the industries they occupy, slowly but surely. I have not int...
  • Portfolio Concentration for the Young Individual
    04 Sep 2021 • 2 min read • 2 0
    Warning: this isn’t financial advice, just my own thoughts. Concentration is demonized as risky. While this is true for some, I think the common personal finance advice is off the mark for some. Speci...
  • "Poor Charlie's Almanack" Key Take-aways
    24 Aug 2021 • 5 min read • 3 2
    Poor Charlies Almanack is a must read for long term investors (value, growth or otherwise) and also would be a great resource for any decision makers to consider and learn from. here’s a picture of a ...
  • View More on Substack »