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Check out this great chat with Simon Handrahan of Margin Of Safety Investing! This was a fantastic discussion and one that I am happy to share with anyone who is interested to listen!
In this episode we discuss:
1:36 Simon’s thoughts on Constellation Software
8:00 Serial acquirers
12:57 Why Simon recently purchased stock in Atlas Engineered Products (Ticker:AEP.V)
20:40 Potential benefits of investing in micro cap stocks
26:46 Who has influenced Simon’s investing style the most to date, and what did they teach him
31:22 Simon’s thoughts on investing in a companies with strong management teams such as Brookfield Asset Management, Berkshire Hathaway, or Constellation Software.
Thanks for watching/listening!
If you're interested in Simon's content you can find links to his Substack as well as his Twitter handle below.
Simon’s substack https://www.marginofsafetyinvesting.com
Simon’s Twitter @MOS_Investing
