Boredom Baron
Boredom Baron, Hugo NavarroPosting about value investments. Boring value investing philosophy. Living in the boring Switzerland. Managing my boring portfolio.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | boredombaron.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Boredom Baron — Weekly Market Briefing
This was supposed to go out on the weekend. Thank you for your patience while our household recovered from a virus. Catching up now.
The Watchmaker’s Machine That Went to War
A few weeks ago, I was reading a German defense procurement report (yes, I read German defense procurement reports, this is what my life has become!) and I came across a detail that made me sit up straight.
I Automated the Most Tedious Part of My Investment Process (...and Now YOU Get the Output)
Two new gauges, one weekly briefing, and a systematic answer to the question every value investor asks
Carl Zeiss Meditec: When the Thesis Gets Punched in the Mouth
A Real-Time Lesson in Updating Your Priors (Without Losing Your Mind)
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Authors
The writers behind this newsletter.
Just a boring guy living in the boring switzerland managing his boring portfolio.
I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%
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