Margin of Sanity Investing Podcast

Today i’m talking with Siem from The Dutch Investors about four companies you probably haven’t heard of. All four are quality names trading at various degrees of “fair value.” We explain our thesis to one another and I think both of us ended up with a slightly bigger watchlist at the end. Be sure to check out The Dutch Investors’ Substack here: Check their Podcast here: https://thedutchinvestors.b...

Angie Setzer joins the show today to talk about the economics of grain ! Corn, soybeans, and wheat are everywhere, but most investors completely overlook this universe. We talk farmers, chemicals, fertilizers, Russia, Ukraine, Bio Diesel and much more. Enjoy! Subscribe to Angie’s sustack here: https://substack.com/@goddessofgrain And follow her on X/Twitter: https://x.com/GoddessofGrain?s=20 Discl...

Check out Unemployed Value Degen and AK's collaborative write up on Cogent here: https://substack.com/home/post/p-179456384 Unemployed Value Degen's Substack : https://substack.com/@unemployedvaluedegen AK's Substack : https://substack.com/@ashwinkrish Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendat...

Check out Siegfried's work by following @researchgrizzly on X- Twitter and check out the website here http://grizzlyreports.com/ Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without noti...

Copper and human beings have co-mingled for more than three millennia, and mankind’s need for a steady supply of copper has only ever increased. Over the last 300 years, thanks to accessibility of housing (pipes) and the invention of electricity (wires), human civilization has become entirely dependent on copper for some of its most basic functions. Whether you noticed or not, this sort of growth...

Check out AK ’s Substack “Unfair Advantage” here: https://substack.com/@ashwinkrish Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss o...

At first glance you may be surprised that i’ve chosen to write about these two companies together, considering the seemingly fundamental differences between them. That said, rather than break down each and every figure for a quarterly report (I prefer doing that bi-annually), I thought it might be more helpful to reflect on both businesses in light of their polar opposite market reactions post-ear...

Check Out Ozeco’s Substack: “Crack the Market” Read Ozeco’s “Electricity is the New Oil” write-up Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, in...

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

Check out the full write-up for free on the Margin of Sanity Substack Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. D...

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

Do you remember 2021? I do - I remember it well. Stocks had rebounded big time, and those of us who were buying during the Covid sell-off were feeling pretty damn good. I was only 2 years into my investing journey then, and my chest was rather puffed. I felt confident. I had taken risks and they had paid off. But something else was going on too… Get full access to Margin of Sanity at marginofsanit...

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

The story of the French financial catastrophe known as "The Mississippi Bubble." Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who...

Check out the substack here: https://substack.com/@marginofsanity Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

Check out the substack here: https://substack.com/@marginofsanity Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

Check out the full write up here: https://substack.com/@marginofsanity Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

Check out the Margin of Sanity Substack Here: https://substack.com/@marginofsanity Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe