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 | 126 | Founded | 10 months ago | Last Issue | 3 days ago |
| Active | |||||
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theboringfinanceguy.substack.comLatest Issues
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...
Deep Dive: MINISO (MNSO) - Update!
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Ticker: MNSO (NYSE) (9896 (HKEX) — one ADS = four ordinary shares)
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Sector: Specialty retail, consumer discretionary
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Theme: IP-driven value retail, exported worldwide
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TBFG angle: A world-class retail engine sold to a fresh l...
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TBFG Weekly Brief: September 14, 2026
TLDR: The Narrative
Anyone who has lived below a heavy-footed neighbour knows the sound. One boot hits the floor, then a long pause, and you lie there waiting for the second one to drop. This week the market heard the first boot. On Thu...
TBFG Weekly Brief: September 6, 2026
TLDR: The Narrative
Picture a room that has been getting warmer all summer, with everyone waiting for the air conditioning to switch off so the bills come down. That off-switch is a rate cut — cheaper money — and markets have reached fo...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| 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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