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Bogumil Baranowski's Substack

Bogumil Baranowski, Thomas, Thomas Chua

My essays and podcast episodes discussing investing, family wealth, stock picking, and more. I READ ALL MY EMAILS. NEVER INVESTMENT ADVICE. For full disclosure, please refer to Blue Infinitas Capital, LLC website.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues413Founded3 years agoLast Issue7 days ago
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Latest Issues

Eric So: The Collision: What AI Does To Us, Why We Need to Stop Outsourcing Our Judgment

Eric So, an MIT Sloan professor and former Nasdaq researcher, bridges investing, behavioral science, and AI in his book The Collision.


MIT Sloan professor Eric So, a former Nasdaq researcher who studies investing, behavioral science...

7 days ago
2

Octavian Graf Pilati: Burning the Sails to Save the Ship: Saving a Centuries-old Family Estate at 25

My guest today is Octavian Graf Pilati — a member of an Austrian aristocratic family whose lineage traces back nearly a thousand years, and the founder of The Antifragile Family. At 25, he was handed responsibility for saving his family's c...

14 days ago
5

100 Year Thinkers: Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI

Chris Davis and Robert Hagstrom explore the tension between holding great businesses and keeping a winning stock from becoming too much of a portfolio risk. Why do two investors who believe in letting winners compound also use 10% position...

17 days ago
8

Michel Ingenbleek: Staying Intact: The Behavioral Discipline of Long-Term Investing

Today on Talking Billions, I'm joined by Michel Ingenbleek — an investor and writer whose career took an unusual road here: from leading teams in the Dutch Korps Commandotroepen and Royal Netherlands Marine Corps, to two decades running off...

21 days ago
5

Runways and Payoffs: What Do Planes, Marshmallows, and America’s Richest Families Have in Common?

Not Enough Runway

Picture a narrow strip of red dirt carved into a mountainside, high in the Colombian jungle. Clouds drift below the ridgelines. Forest crowds both sides of the clearing. The strip looks alarmingly short. Beyond it lie...

24 days ago
7

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Authors

The writers behind this newsletter.

  • Bogumil Baranowski

    Investment Advisor | Founder | Author of Money, Life, Family | TEDx Speaker | Host of Talking Billions | NOT INVESTMENT ADVICE

  • Thomas
  • Thomas Chua

    1% better everyday | I write about investing, personal finance, and personal development | My blog: steadycompounding.com

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