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 | 118 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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theboringfinanceguy.substack.comLatest Issues
A 350% Yield Is a Breakout on No Volume
You have seen this chart. Price clears the range it has been stuck in for weeks, closes above it, and the volume bar underneath is a stub. The breakout is real in the sense that the number is real. It is also a lie about demand.
You alread...
TBFG Weekly Brief: August 9
The S&P 7,700 All-Time High, The Palantir–Caterpillar AI Convergence, and the Pre-Norges Bank Standstill
TLDR: The Narrative
Deep Dive: Kimberly-Clark: The Dividend Eats First
Payout ratio: 97%. Profit growth: none. Dilution: 280 million shares. The brands are terrific.
Quick View
Deep Dive: MINISO (MNSO)
The Tidiest Shop on the Street Bought the Messiest One
Ticker: MNSO (NYSE). 9896 (HKEX) — one ADS = four ordinary shares
TBFG Weekly Brief: July 26
Monday 20 – Saturday 25 July 2026. Market data as of Friday’s close, 24 July 2026
TLDR: The Narrative
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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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