Margin of Sanity Investing Podcast
Margin of SanityStock Ideas | Investing Concepts | Musings on Markets. Join the substack for free to read the write-ups: substack.com/@marginofsanity marginofsanity.substack.com
| Publishes | Twice monthly | Episodes | 27 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingNews | |||
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Latest Episodes
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 ... more
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... more
Check out Unemployed Value Degen and AK's collaborative write up on Cogent here: substack.com/home/post/p-179456384
Unemployed Value Degen's Substack: substack.com/@unemployedvaluedegen
AK's Substack: substack.com/@ashwinkri... more
Check out Siegfried's work by following @researchgrizzly on X- Twitter and check out the website here grizzlyreports.com/
Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, s... more
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 (wir... more
Check out AK’s Substack “Unfair Advantage” here: 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 ... more
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 prefe... more
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 recommendatio... more
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These podcasts share a similar audience with Margin of Sanity Investing Podcast:
1. Yet Another Value Podcast
2. Value Hive Podcast
3. The Acquirers Podcast
4. Chit Chat Stocks
5. Business Breakdowns
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Margin of Sanity Investing Podcast launched 9 months ago and published 27 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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