Hosted by Margin of Sanity · 🇺🇸 US · EN · 27 episodes
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Stock Ideas | Investing Concepts | Musings on Markets. Join the substack for free to read the write-ups: https://substack.com/@marginofsanity marginofsanity.substack.com
Margin of Sanity hosts Margin of Sanity Investing Podcast, a business show with 27 episodes published.
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 t
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, Ukr
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: htt
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
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
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 r
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 f
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, sol
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 mentione
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 mentione
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 mentione
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
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 mentione
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 mentione
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 mentione
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,
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 mentione
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 mentione
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 mentione
The story of the French financial catastrophe known as "The Mississippi Bubble." Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe
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Margin of Sanity Investing Podcast is hosted by Margin of Sanity. The show is categorised under business (investing) and has published 27 episodes.
Margin of Sanity Investing Podcast has published 27 episodes.
Margin of Sanity Investing Podcast regularly covers business, investing, news. It sits in the business category, with a investing focus.
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Episodes of Margin of Sanity Investing Podcast average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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