Boredom Baron
Boredom BaronPosting about value investments. Boring value investing philosophy. Living in the boring Switzerland. Managing my boring portfolio.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 39 | Subscribers | Read | boredombaron.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
When the Supply Chain Breaks, Europe’s Boring Small Caps Quietly Win
A Contrarian Investment Thesis on Supply Chain Disruption, Structural Attention Deserts, and the Hidden Alpha in Europe’s Most Overlooked Companies
Ten Research Candidates Scored Against the Supply Chain Alpha Framework
Framework Scoring Companion to the Supply Chain Report
The Giant Vending Machine Company Compounding at 15% With Zero Debt
Every time you order something online and it arrives the next day, a machine you have never heard of did most of the work.
Boredom Baron — Weekly Intelligence Briefing (13 March 2026)
At a Glance: Fear Gauge 83/100 🔴 PANIC (prev.
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Authors
The writers behind this newsletter.
Just a boring guy living in the boring switzerland managing his boring portfolio.
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