Episodes
Tuesday Aug 08, 2023
Tuesday Aug 08, 2023
My guest on the show today is Simon Handrahan, Editor of the Margin of Safety Investing Newsletter. He recently shared a Tweet (or a post now, an "X", I don't know), where he asked his audience: "Individual investors: why don't you invest in illiquid microcaps?" When you deal with MicroCaps, there's a good chance you'll come across a company you might like that meets all your criteria, and it barely trades. This is not news to most of you, but I thought the question that Simon posted on Twitter/X got me thinking: how illiquid is too illiquid? Is the lack of liquidity THE edge when investing in MicroCap stocks? So, I invited on Simon to chat further about all of this plus his theses on stocks currently in his portfolio: Constellation Software CSU, OTC Markets OTCM, Atlas Engineered AEP on the Venture and Galaxy Gaming GLXZ.
For more information about the Margin of Safety Investing Newsletter on Substack, please visit: https://www.marginofsafetyinvesting.com/
You can Follow Simon Handrahan on Twitter @MoS_Investing: https://twitter.com/MoS_Investing
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