Posting about value investments. Boring value investing philosophy. Living in a boring town. Managing my boring portfolio.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 59 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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boredombaron.substack.comLatest Issues
Séché Environnement: Where There’s Muck, There’s Brass
(Just Less of It Than There Used to Be)
A French family burns, buries, and bills the industrial world’s nastiest leftovers. The moat is real. The compounding has gone into reverse. And nobody can buy the shares anyway.
The Most Boring Software in France Is Also the Hardest to Rip Out
A pharmacist I know in Lyon (not really, but bear with me as the hypothetical composite is true) decided in early 2024 that her dispensing software was due for an upgrade. Her current system had been installed in 2011, the keyboard shortcut...
Revenue Up 9%, Dividend Up 12%, Stock Down 65%
Priced as if nobody noticed. One of our most embedded picks yet, the full valuation, and the bear case that keeps me honest. For paid subscribers - free overview coming soon
Somewhere in eastern France sits a company that roughly eighteen...
The Boredom Baron, Weekly Intelligence Briefing (Week to 2026-06-05)
Sentiment Gauge: -3.0 🟠 (Bearish) | Fear Gauge: 42/100 🟡 (Cautious)
Sentiment Gauge: -3.0 🟠 (Bearish) | Fear Gauge: 42/100 🟡 (Cautious)
The Boredom Baron, Weekly Intelligence Briefing (Week to 2026-05-22)
Sentiment Gauge: -2.5 🟡 (Slightly Bearish) | Fear Gauge: 55/100 🟠 (Cautious) Previous week: Sentiment -4.0, Fear 56
Sentiment Gauge: -2.5 🟡 (Slightly Bearish) | Fear Gauge: 55/100 🟠 (Cautious) Previous week: Sentiment -4.0, Fear 56
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Authors
The writers behind this newsletter.
Just a boring guy living in a boring town, managing his boring portfolio.
Twitter/X: @alexthegreat183
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