Stock Ideas | Investing Concepts | Musings on Markets. Join the substack for free to read the write-ups: https://substack.com/@marginofsanity
marginofsanity.substack.com (https://marginofsanity.substack.com?utm_medium=podcast)
4 High Quality/Low Profile Stocks with Siem from The Dutch Investors
Today i’m talking with Siem from The Dutch Investors (https://substack.com/profile/207588953-the-dutch-investors) 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 slightly bigger watchlist at the end.
Be sure to check out The Dutch Investors’ Substack (https://thedutchinvestors.substack.com/?utm_campaign=profile_chips) here:
Check their Podcast (https://thedutchinvestors.buzzsprout.com/2424967/follow) here: https://thedutchinvestors.buzzsprout.com/2424967/follow
AND check out their website (https://www.thedutchinvestors.com/) here: https://www.thedutchinvestors.com/
Enjoy!
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 (https://marginofsanity.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4)
22 Dec 2025
Grain 101 with Angie Setzer: Goddess of Grain
Angie Setzer (https://substack.com/profile/106653861-angie-setzer) joins the show today to talk about the economics of grain! Corn, soybeans, and wheat are everywhere, but most investors completely overlook this universe. We talk farmers, chemicals, fertilizers, Russia, Ukraine, Bio Diesel and much more. Enjoy!
Subscribe to Angie’s sustack here: https://substack.com/@goddessofgrain
And follow her on X/Twitter: https://x.com/GoddessofGrain?s=20
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 (https://marginofsanity.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4)
18 Dec 2025
Cogent Communications $CCOI | AK and Unemployed Value Degen
Check out Unemployed Value Degen and AK's collaborative write up on Cogent here: https://substack.com/home/post/p-179456384 (https://substack.com/home/post/p-179456384)
Unemployed Value Degen's Substack: https://substack.com/@unemployedvaluedegen (https://substack.com/@unemployedvaluedegen)
AK's Substack: https://substack.com/@ashwinkrish (https://substack.com/@ashwinkrish)
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 (https://marginofsanity.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4)
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5.0 / 5
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Podcast Authority Score: 4 / 100
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Quality
7
Social presence
0
YouTube
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Engagement
0
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