#75 | 4 Quality Stocks to Start 2026 w/ Margin of Sanity

Описание: In today’s episode, I’m joined by Peter from the Margin of Sanity podcast (https://substack.com/@marginofsanity?...) and Substack. We kick off 2026 by pitching two of our favorite high-conviction companies each. We focused on businesses with durable competitive advantages and valuations that allow us to sleep at night.


Our picks span the globe, featuring a monopoly-like business hiding in plain sight, a Polish compounder, and a Chinese master brand that dominates its category. We also analyze an American powerhouse that has cornered the market on pools, a company that thrives on recurring maintenance.


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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.