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Margin of Sanity

Margin of Sanity, AK, Angie Setzer, The Dutch Investors, Unemployed Value Degen, Ozeco

A place for investment analysis, stock ideas, and general musings on the markets/investing.

Platform
Substack
PricingFreemiumPublishesDaily
Issues83SubscribersRead marginofsanity.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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.

a month ago
6
2
Paid

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.”

2 months ago
9
6

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...

2 months ago
6
0

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.

2 months ago
8
0

Authors

The writers behind this newsletter.

  • Margin of Sanity

    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.

  • AK

    I go through stocks A to Z looking for cheap, overlooked companies. Then I write about what I find.

  • Angie Setzer

    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.

  • The Dutch Investors

    We Expand your Investing Universe! \ud83d\udcab

  • Unemployed Value Degen

    Writing about small cap value stocks until I find a job or this Substack pays the bills.

  • Ozeco

    Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.

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