Margin of Sanity
Subscribe
Sign in
Home
Podcast
Deep Dives
Commodities
Housing
Miscellaneous
Portfolio
Process & Theory
The Secret Position
Archive
About
Thoughts on the Market #3 | A-Iodine
The flywheel of misjudgment driving a nasty bubble
Jan 11
•
Margin of Sanity
8
6
Most Popular
View all
The Coal Bet | $AMR Thesis Full Write-Up
May 5, 2025
•
Margin of Sanity
78
48
10
The U.S Housing Market - PT 2 (A Regional View)
Oct 7, 2025
•
Margin of Sanity
39
14
3
A Bet on Offshore Drillers | Deep Value, Deep Water $VAL, $NE (Deep Dive)
Aug 31, 2025
•
Margin of Sanity
18
2
1
Latest
Top
Discussions
4 High Quality/Low Profile Stocks with Siem from The Dutch Investors
A conversation with Siem from The Dutch Investors about Essilor Luxottica, Kweichow Moutai, Dino Polska, and Pool Corp. $ESLOY $POOL $5Y2.DU $600519.SS
Jan 7
•
Margin of Sanity
and
The Dutch Investors
6
1
1:01:26
To Sell or Not To Sell (TSMC Edition)
Pointing the finger...at myself
Jan 6
•
Margin of Sanity
8
2025 Letter To Shareholders (me)
A year in review. Assessing the portfolio and reviewing my choices
Jan 5
•
Margin of Sanity
15
Grain 101 with Angie Setzer: Goddess of Grain
A fun conversation with a grain expert on production, marketing, end uses, and geopolitics of Corn, Soybeans, and Wheat.
Dec 22, 2025
•
Margin of Sanity
and
Angie Setzer
4
1
1:08:01
Met-Coal Health Check | Over the Skiis but Through the Woods
One last update on $AMR and $HCC before the year closes
Dec 20, 2025
•
Margin of Sanity
9
1
Cogent Communications $CCOI | AK and Unemployed Value Degen
AK and Unemployed Value Degen walk me through their case for this recently-beaten-down data-transfer powerhouse.
Dec 18, 2025
•
Margin of Sanity
,
Unemployed Value Degen
, and
AK
9
1
2
1:00:41
Netflix - Quagmire of Uncertainty
Trying to form an investing view on where we are today with Netflix
Dec 15, 2025
•
Margin of Sanity
5
1
See all
Margin of Sanity
A place for investment analysis, stock ideas, and general musings on the markets/investing.
Subscribe
Recommendations
View all 9
Crack The Market
Ozeco
Special Situation Investing
Six Bravo
The Dutch Investors
The Dutch Investors
Doomberg
Doomberg
Rock & Turner Investment Analysis
James Emanuel
Margin of Sanity
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
