Bogumil Baranowski's Substack
Bogumil Baranowski, Ben ClaremonMy 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 | 144 | Subscribers | Read | bogumilbaranowski.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
It is okay to be early
A sudden positive management change at a major company we’re interested in sparked a question in my mind: Is it okay to be early? In stock investing, it often feels like you’re either too early or too late. Given the choice, I’d prefer the ...
Ben Claremon: Two Decades of Investing, Opportunities in Microcaps & Joys of Podcasting
My guest today is Ben Claremon; we connected a while ago and have had many deep conversations about work, life, investing, and more. Not long ago, I was a guest on his wonderful podcast - The Compounders Podcast, where I talked about my car...
David Diranko: Contrarian Cashflows, How to Find Opportunities Where Few Dare to Look
My guest today is David Diranko. We met at Guy Spier’s VALUEx earlier this year, and spoke couple of times since. David is a very thoughtful investor who writes about his process, which rhymes with my philosophy in many ways, though we migh...
A Fireside Chat with the Host: Bogumil answers John Rotonti’s questions
My guest host today is John Rotonti — as I shared before, in my mind, John, is a very diligent, thoughtful, deliberate stock analyst with a great gift for teaching others the necessary skills to analyze and evaluate businesses. He is kind, ...
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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
Professional Investor | Portfolio Manager | Host of the Compounders Podcast. I write about the investment industry and the many unspoken or underappreciated truths about investing.
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