Posting about value investments. Boring value investing philosophy. Living in a boring town. Managing my boring portfolio.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 54 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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boredombaron.substack.comLatest Issues
The Boredom Baron, Weekly Intelligence Briefing (Week to 2026-05-15)
At a Glance
At a Glance
SUSS is a 77-Year-Old German Toolmaker that Just Quietly Hit an All-Time High
A boring German toolmaker, the plumbing of the AI boom, why a transition year is shaking out the tourists, and why the Baron is not starting a position right now
This is Part 2 of a two-part series. Part 1 (yet to be published) walks throu...
Blue Cap AG Just Doubled Its Revenue Overnight ... and Almost Nobody Noticed
There is a stretch of road in southwestern Germany where the apple orchards of Baden run up against the foothills of the Black Forest. Drive through Kippenheim, and you would not give the place a second glance. A few thousand inhabitants. A...
The Boredom Baron, Weekly Intelligence Briefing (Week to 2026-05-08)
If you want to know whether a war is real to financial markets, you watch what gold does.
If you want to know whether a war is real to financial markets, you watch what gold does. This week, with American destroyers exchanging fire with Ir...
The Boredom Baron, Weekly Intelligence Briefing (May 01, 2026 ... Late ...)
A short note before we begin.
A short note before we begin. This briefing is several days later than usual. Real life, with its insolent disregard for publication schedules, decided this past week was the week to demand my full attention,...
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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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