Margin of Sanity
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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.
Jan 25
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Margin of Sanity
6
2
2
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The Coal Bet | $AMR Thesis Full Write-Up
May 5, 2025
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Margin of Sanity
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48
10
The U.S Housing Market - PT 2 (A Regional View)
Oct 7, 2025
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Margin of Sanity
39
14
3
A Bet on Offshore Drillers | Deep Value, Deep Water $VAL, $NE (Deep Dive)
Aug 31, 2025
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18
2
1
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Thoughts on the Market #3 | A-Iodine
The flywheel of misjudgment driving a nasty bubble
Jan 11
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9
6
4 High Quality/Low Profile Stocks with Siem from The Dutch Investors
A conversation with Siem from The Dutch Investors about Essilor Luxottica, Kweichow Moutai, Dino Polska, and Pool Corp. $ESLOY $POOL $5Y2.DU $600519.SS
Jan 7
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Margin of Sanity
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The Dutch Investors
6
1
1:01:26
To Sell or Not To Sell (TSMC Edition)
Pointing the finger...at myself
Jan 6
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Margin of Sanity
8
2025 Letter To Shareholders (me)
A year in review. Assessing the portfolio and reviewing my choices
Jan 5
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Margin of Sanity
16
Grain 101 with Angie Setzer: Goddess of Grain
A fun conversation with a grain expert on production, marketing, end uses, and geopolitics of Corn, Soybeans, and Wheat.
Dec 22, 2025
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Margin of Sanity
and
Angie Setzer
5
1
1:08:01
Met-Coal Health Check | Over the Skiis but Through the Woods
One last update on $AMR and $HCC before the year closes
Dec 20, 2025
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Margin of Sanity
10
1
Cogent Communications $CCOI | AK and Unemployed Value Degen
AK and Unemployed Value Degen walk me through their case for this recently-beaten-down data-transfer powerhouse.
Dec 18, 2025
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Margin of Sanity
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Unemployed Value Degen
, and
AK
9
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2
1:00:41
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Margin of Sanity
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