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 | 382 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
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bogumilbaranowski.substack.comLatest Issues
Jack Schwager & George Coyle: The Edge Moves. So Must You. Zero Evidence, Total Belief. How the Youngest Market Wizards Found Edge Where No One Was Looking
Jack Schwager is the legendary author of the Market Wizards series and one of the most influential figures in trading literature, whose decades of interviewing elite traders have made him the definitive chronicler of exceptional market perf...
100 Year Thinkers, Ep. 8: The Problem with Modern Portfolio Theory | Robert Hagstrom on How Investing Lost Its Way
In this episode of The 100 Year Thinkers, Robert Hagstrom explains why modern portfolio theory pulled investors away from business analysis and toward portfolio math.
We discuss Markowitz, beta, efficient markets, Warren Buffett, Charlie M...
Eric Pachman: The Data America Doesn't Want You to See, From Hypothermia to Purpose — Healthcare, Jobs, Burnout, and Finding Work Worth Doing
GUEST PROFILE
Eric Pachman is a chemical engineer-turned-data storyteller who exposed hundreds of millions in drug pricing overcharges through his nonprofit 46 Brooklyn Research, and now uses data visualization to reveal hidden truths a...
Unfiltered Coffee Q&A, May 2026: Live Now, Invest Wisely: Thoughts on Money, Freedom, and Staying in Motion
In this monthly Unfiltered Coffee check-in, I start with a lesson I keep learning from wealthy people — live your life now, don’t wait. I share a personal story about buying and riding a red Ducati, and the unexpected memories it created. S...
Michael Nicoletti: Sailboats & Telltales, Roads & Motorcycles, Value & Quality, Good People & Generous Mentors
Mike Nicoletti is the founder and general partner of Top Mark Capital, a concentrated long-term investor who built his firm from a $110,000 seed during business school, drawing on experiences spanning tech consulting in Stockholm, competiti...
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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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