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Boredom Baron

Boredom Baron, AG
Hundreds of paid subscribers

Posting about value investments. Boring value investing philosophy. Living in a boring town. Managing my boring portfolio.

Platform
Substack
PricingFreemiumPublishesDaily
Issues70Foundeda year agoLast Issue3 days ago
Active

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Latest Issues

Tristel: Paying Twenty-Four Times Earnings to Wipe Down a Hospital Probe

A deep-dive into TSTL, the AIM-listed maker of chlorine dioxide disinfectant foam that turns single-use wipes into a razor-and-blades annuity.

A deep-dive into TSTL, the AIM-listed maker of chlorine dioxide disinfectant foam that turns sin...

3 days ago
4
Paid

You are first ...

The dashboard is live and yours, a full week before anyone else.

Dear Founding Partners,

8 days ago
2
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The Boredom Baron, Weekly Intelligence Briefing (week to 2026-06-26)

Sentiment Gauge: -1.4, Slightly Bearish Fear Gauge: 42 out of 100, Cautious (down 1.6 from last week)

Sentiment Gauge: -1.4, Slightly Bearish Fear Gauge: 42 out of 100, Cautious (down 1.6 from last week)

9 days ago
2
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Heidelberg Druckmaschinen: Buying the Dead Rival’s Spare-Parts Drawer

A not-so-deep-dive into HBGRF / HDD.DE, the SDAX ugly duckling that just hoovered up its insolvent competitor’s service book and got handed a Buy rating for its trouble.

Is it a buy, or is it a watchlist name wearing a buy’s clothes?

Sp...

9 days ago
5

A 49% sale on a company nobody is allowed to dislike

There is a particular comedy in watching the quality-growth crowd discover risk. For most of the last decade these were the people who would tell you, with the patience of a Sunday-school teacher, that price is what you pay and quality is w...

12 days ago
15
1

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  • Boredom Baron

    Just a boring guy living in a boring town, managing his boring portfolio.

  • AG

    Twitter/X: @alexthegreat183

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