The Boring Finance Guy
The architecture of long-term wealth. We skip the hype and focus on the systems, data, and 'boring' discipline required to build a fortress-grade portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 129 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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theboringfinanceguy.substack.comLatest Issues
Intuit (INTU): Two Tollbooths, One Leak
Nine annual reports show a toll collector that kept compounding through two expensive detours. At $281 the house price test sits just over the line, and members get the price where that changes.
TBFG Deep Dive · Published 5 October 2026 ·...
TBFG Weekly Brief: October 4, 2026
September 28 – October 4 — Hiring all but stopped last month, and the stock market cheered, because a job market this cold is the one thing that takes the central bank's hand off the brake.
TLDR: The Narrative
TBFG Weekly Brief: September 21-27, 2026
September 21–26 — The bond market screamed all week that money is getting dearer, and stocks rose anyway, because the two things that could have made it worse both cooled off.
TLDR: The Narrative
We Aimed to Double. Here's What We Got
In early February we wrote about a few stocks that The Market Gave Up on and followed up with our The SaaS is Dead Myth piece two weeks later. Our conclusion, based on TBFG analysis of SaaS-stocks priced like they were going to tank, was ou...
TBFG Weekly Brief: September 14-20, 2026
TLDR: The Narrative
For months the market has been riding in the passenger seat, waiting for the Federal Reserve — America’s central bank — to ease its foot off the brake. On Wednesday it did the opposite. It pressed harder, raising int...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I read the filings so you don't have to. Deep dives on boring quality and dividend stocks — every number verified, all the math shown, honest verdicts. No hype, no hot takes. Boring compounds.
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