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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
Substack
PricingFreemiumPublishesTwice weekly
Issues135Foundeda year agoLast Issue9 days ago
Active

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Latest Issues

Apple: The Phone Is Worth the Price. The Share Isn't — Yet.

Apple raised the iPhone's price by $100 and buyers will pay it. The market has raised Apple's own price tag much faster than the business can follow. Members get the exact price where I'd start buying

Published 29 October 2026. This is ana...

9 days ago
4
2
Paid

Norsk Hydro: Profit on the Shelf

TBFG Deep Dive · 26 October 2026 · Market data as of the close on 23 October 2026

Picture a dull silver bar of aluminium, about the weight of a checked suitcase, on a warehouse shelf. This summer a bar like that sold for about a third more...

12 days ago
5
2

TBFG Weekly Brief — October 25, 2026

Window: Monday 19 – Saturday 24 October 2026. Market data as of Friday’s close, 23 October 2026. Analysis, not financial advice. Do your own boring homework.

TLDR: The Narrative

Picture the end of a long dinner. The bill arrives, and t...

13 days ago
5
2

Nordic Mining (NOM): How the Equity Disappeared – and What's Left to Bet On

Picture a queue outside a locked door. At the front stand the lenders, and they hold the key. Behind them wait the suppliers and the other creditors. Far at the back stand the shareholders, and the line is very long.

That is Nordic Mining...

17 days ago
4

TBFG Weekly Brief — October 18, 2026

TLDR: The Narrative

Picture a family halfway through building an extension. The walls are up, the roof is half on, and the money is borrowed. Then the bank rings. Rates are going up, and could they please show how the rest gets paid for...

20 days ago

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    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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