A place for investment analysis, stock ideas, and general musings on the markets/investing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 87 | Founded | a year ago | Last Issue | 2 months ago |
| Active | |||||
Read this Newsletter
marginofsanity.substack.comLatest Issues
Why i'm Selling $OTCM (and what i'll buy instead)
A friend of mine regularly annoys me with a simple question:
“Why is that gonna beat the market?”
Sometimes I have a specific answer, and other times I seem to provide what he probably regards as a cop-out. Something like,
“Look, I can’...
Portfolio Update 03/31 (New Position and What I'm Buying and What I'm Selling)
Its never a dull moment when you’re investing with Trump in the oval office, but my portfolio has almost nothing to do with politics (geo or otherwise). So today I just want to touch base about where things are, what i’m thinking, and what...
Secret Position Update (Annual Report)
A review of 2025 and a look ahead at 2026
Alrighty so, this is almost an obligatory write up than anything else. When your largest position only reports twice a year…ya gotta do a write up.
Adobe - The Baby and the Bathwater
A misunderstood story, and a value play that may not be here forever
Alright. Why now? Maybe thats the first question you’ll ask. Why didn’t adobe look attractive to me a few months ago when it was already clearly a great business (histori...
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.
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Margin of Sanity.
| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
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
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.
We Expand your Investing Universe! \ud83d\udcab
Writing about small cap value stocks until I find a job or this Substack pays the bills.
Frequently Asked Questions
How can I access the email archive for Margin of Sanity?
You can find recent issues that have been published by Margin of Sanity on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Margin of Sanity have?
To see how many people subscribe to Margin of Sanity, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Margin of Sanity?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Margin of Sanity as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Margin of Sanity?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Margin of Sanity using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Margin of Sanity?
Scroll up to where it says Related Newsletters to see other publications like Margin of Sanity. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Margin of Sanity?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.