A place for investment analysis, stock ideas, and general musings on the markets/investing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 83 | Founded | a year ago | Last Issue | 4 months ago |
| Active | |||||
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marginofsanity.substack.comLatest Issues
Cold-Part | $CPRT and the "Storm of the Century."
A look at the January 2026 U.S snow storm and the effects on the Copart position.
I know, I know. “Snow-part” was also on the table, but I had to make choices.
Thoughts on the Market #3 | A-Iodine
“I couldn’t bear to think about it; and yet, somehow, I couldn’t think about nothing else.”
― Mark Twain, The Adventures of Huckleberry Finn
Once a year or so, I go about trying to figure out a low-cost and reliable way to painlessly avo...
4 High Quality/Low Profile Stocks with Siem from The Dutch Investors
Today i’m talking with Siem from 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 slightl...
To Sell or Not To Sell (TSMC Edition)
In my shareholder letter to myself (published this week), I wrote that I am historically bad at being right. In no circumstance have I been more right than TSMC. The problem is simply that I’m not sure i’m right enough anymore.
I’m right...
2025 Letter To Shareholders (me)
A year ago, this Substack did not exist - not publicly anyway. Somewhere along the way in life and investing I realized how useful it was to write down my thoughts, and only recently have I begun to publish them. Before the Substack, I woul...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Investing without certainty...because there is no certainty in investing. The best we can hope for is a margin of sanity. The goal is simply to beat the market in the long run without going insane in the short term.
Finding overlooked companies with durable advantages - before the crowd does
We Expand your Investing Universe! \ud83d\udcab
Cash grain trader, agribusiness consultant, market analyst and all around good gal. I like to spend time in that space where macroeconomics, geopolitics and grain meet.
Writing about small cap value stocks until I find a job or this Substack pays the bills.
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