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 <br/><br/><a href="https://marginofsanity.substack.com?utm_medium=podcast">marginofsanity.substack.com</a>

Firewater | Kweichow Moutai - A Powerful Chinese Value Stock

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 Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

09-21
24:30

Thoughts on the Market #2 | Duck Hunting

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. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

08-24
17:58

Nickel | The Devil's Copper (Full Guide)

Check out the full write-up for free on the Margin of Sanity SubstackDisclaimer: 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. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

08-20
50:04

Aesop | My Basic Investing Philosophy

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. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

08-13
22:11

Copper | A Comprehensive Guide (Deep Dive)

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. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

07-30
57:09

Cash Machine | $OTCM Full Deep Dive

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. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

07-13
38:05

My Worst Investing Mistake

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 marginofsanity.substack.com/subscribe

07-08
14:06

How Safe Are Money Market Funds?

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. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

07-04
23:42

I Sold Celsius

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. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

06-28
13:50

Pool Corporation $POOL | A Strange But Steady Buffett Play

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. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

06-14
32:03

Frenzy | John Law and the Mississippi Bubble

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

06-05
38:14

Betting on Cement | Eagle Materials $EXP Full Deep Dive

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. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

05-25
27:29

Full Portfolio Summary

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05-18
30:14

The Psychology of Human Misjudgment | Charlie Munger (Audio Restored)

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05-14
01:17:10

$ULTA Beauty | Why I bought it, sold it, and may come crawling back.

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

05-12
21:21

The Coal Bet | $AMR $HCC Deep Dive (Podcast Version)

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05-08
39:28

The Hidden Value of Netflix

The full text write up is available for free on the Margin of Sanity substack. https://substack.com/@marginofsanityReally hope someone finds this as interesting as I do. Subscribing is free!Thanks for reading. This post is public so feel free to share it. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

04-29
12:56

Thoughts on the Market

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04-24
06:27

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