Bogumil Baranowski's Substack
Bogumil BaranowskiMy 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 | Daily |
|---|---|---|---|---|---|
| Issues | 366 | Subscribers | Read | bogumilbaranowski.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Kevin Koharki, PhD: What Stock-Based Compensation Really Costs -- The Billions That Never Show Up on the Books
Kevin Koharki, MBA, PhD, is the founder of CAE Consulting (Capital Allocation Enhancement), associate professor of accounting at Purdue University, and expert financial analyst with a 20-year career — including M&A analysis — who consults w...
Monthly Summary — March 2026
11 posts: 5 Podcast Episodes · 1 Essay · 3 Collaborations · 1 Interview with Bogumil · 1 Monthly Q&A
Ryan Bunn: Why the Best Investors Think Like Collectors, Not Traders, What a 99-Year-Old Investor Taught Warren Buffett & The Mindset That Builds Generational Wealth
Ryan Bunn is the lead portfolio manager at Reference Equity in Denver, a Northwestern-trained engineer and Kellogg MBA with 15+ years of global equity experience who implements a first-principles quality-value philosophy focused on business...
100 Year Thinkers, Ep. 6 | Chris Mayer & Robert Hagstrom: Most Stocks Don’t Matter & The Outliers That Break Base Rates
This episode brings together Robert Hagstrom and Chris Mayer to explore how investors should think about base rates, extreme outcomes, and the realities of long-term wealth creation in markets. Drawing on Michael Mauboussin's work, the conv...
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Authors
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Investment Advisor | Founder | Author of Money, Life, Family | TEDx Speaker | Host of Talking Billions | NOT INVESTMENT ADVICE
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