Bogumil Baranowski's Substack
Bogumil Baranowski, Thomas, Thomas ChuaMy 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.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 403 | Founded | 3 years ago | Last Issue | 28 hours ago |
| Active | |||||
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bogumilbaranowski.substack.comLatest Issues
Ian Cassel: The Stock Picker: How to Develop the Mindset, Temperament, and Strategy to Outperform Wall Street
Ian Cassel is the founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, specializing in underfollowed public companies led by exceptional owner-operators — pairing rigorous, boots-on-the-ground research with the patien...
Owen Zidar and Eric Zwick: The Everywhere Millionaire: Who Is Really Rich in America and How They Got There
Today I’m joined by two economists who spent a decade inside a room most of us will never see — the basement of the U.S. Treasury Department — building the first database that ever linked confidential tax records to the individual owners of...
Jared Dillian: The Awesome Portfolio: Why Smoother Returns Beat Bigger Ones
My guest today is Jared Dillian—former Lehman Brothers index-arbitrage and ETF trader, founder of the 18-year-old professional market letter The Daily Dirtnap, registered CTA, author of seven books, and an unusually multidimensional market...
Paul Johnson: Why "Value Investing" Was Never the Right Name. Fundamental Investing — Not Value vs. Growth Is the Real Divide in Markets
My guest today is Professor Paul Johnson, a veteran value investor, long-time Columbia and Fordham professor, and co-author of The Enduring Value of Roger Murray, Pitch the Perfect Investment, and The Gorilla Game. He’s taught in the same v...
Bob Robotti: We Asked a Value Legend Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers (Excess Returns Podcast)
Bob Robotti, founder and CIO of Robotti & Company, joins Matt Zeigler and Bogumil Baranowski to explain why bottom-up value investing may be entering one of its best opportunity sets in decades. They discuss AI and reindustrialization, infl...
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Authors
The writers behind this newsletter.
Investment Advisor | Founder | Author of Money, Life, Family | TEDx Speaker | Host of Talking Billions | NOT INVESTMENT ADVICE
Writer at SteadyCompounding.com
1% better everyday | I write about investing, personal finance, and personal development | My blog: steadycompounding.com
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