Margin of Sanity Investing Podcast

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 Investing Podcast is a business podcast hosted by Margin of Sanity, with 27 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Margin of Sanity hosts Margin of Sanity Investing Podcast, a business show with 27 episodes published.

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  Margin of Sanity Investing Podcast

  4 High Quality/Low Profile Stocks with Siem from The Dutch Investors

  Jan 7, 20261h 1mS0

  <p>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. </p><p>Be sure to check out The Dutch Investors’ Substack here: </p><p>Check their Podcast here: https://thedutchinvestors.buzzsprout.com/2424967/follow</p><p>AND check out their website here: https://www.thedutchinvestors.com/</p><p>Enjoy! </p><p></p><p>Disclaimer: Not investment advice. Th...

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  Margin of Sanity Investing Podcast

  Grain 101 with Angie Setzer: Goddess of Grain

  Dec 22, 20251h 8mS0

  <p>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!</p><p>Subscribe to Angie’s sustack here: https://substack.com/@goddessofgrain</p><p>And follow her on X/Twitter: https://x.com/GoddessofGrain?s=20</p><p></p><p>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) se...

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  Margin of Sanity Investing Podcast

  Cogent Communications $CCOI | AK and Unemployed Value Degen

  Dec 18, 20251h 1mS0

  <p>Check out Unemployed Value Degen and AK's collaborative write up on Cogent here: https://substack.com/home/post/p-179456384</p><p>Unemployed Value Degen's Substack: https://substack.com/@unemployedvaluedegen</p><p>AK's Substack: https://substack.com/@ashwinkrish</p><p></p><p>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...

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  Margin of Sanity Investing Podcast

  Short Selling with Grizzly Research

  Dec 11, 202546 minS0

  <p>Check out Siegfried's work by following @researchgrizzly on X- Twitter and check out the website here http://grizzlyreports.com/</p><p></p><p>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 knows your situation.</p> <br/><br/>Get full access to Margin of Sanity at marginofsanity...

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  Margin of Sanity Investing Podcast

  The Copper Shortage Explained

  Nov 13, 202514 minS0

  <p>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. </p><p>Whether you noticed or not, this sort of growth hasn’t slowed down. </p><p>If you want to learn about copper in general (as well as copper mining), my deep dive on copper is still available to all readers. Its also...

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