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PODCAST

Margin of Sanity Investing Podcast

Margin of Sanity

Stock Ideas | Investing Concepts | Musings on Markets. Join the substack for free to read the write-ups: https://substack.com/@marginofsanity marginofsanity.substack.com

business investing

All Episodes

27:29

Betting on Cement | Eagle Materials $EXP Full Deep Dive

Margin of Sanity Investing Podcast ·

2025/05/25

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

en

30:14

Full Portfolio Summary

Margin of Sanity Investing Podcast ·

2025/05/18

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

en

77:10

The Psychology of Human Misjudgment | Charlie Munger...

Margin of Sanity Investing Podcast ·

2025/05/14

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

en

21:21

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

Margin of Sanity Investing Podcast ·

2025/05/12

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

en

39:28

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

Margin of Sanity Investing Podcast ·

2025/05/08

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

en

12:56

The Hidden Value of Netflix

Margin of Sanity Investing Podcast ·

2025/04/29

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

en

6:27

Thoughts on the Market

Margin of Sanity Investing Podcast ·

2025/04/24

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en

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