The Boring Investor
Welcome to The Boring Investor Substack. On this page I will dive deeper into the thoughts I surface on my X profile so you'll stay closer to how I navigate the market and the rationale behind my own decisions. No Financial Advice.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 51 | Founded | 6 months ago | Last Issue | 5 days ago |
| Active | |||||
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boringinvest.substack.comLatest Issues
What If It All Works Out?
In the light of the recent drama surrounding Cerebras, I want to talk about a phenomena I’ve seen a lot: Investors and tech people like to take things to the extremes. As much as I don’t like to see it, this creates opportunity and asymmetr...
Wolfspeed - New Wafer Makes The Case for Vertical Integration
I wrote an article at the end of August where I argued that Wolfspeed’s differentiation increases with the rise of voltages in electrical systems.
I wrote an article at the end of August where I argued that Wolfspeed’s differentiation incr...
Is MaxLinear About To Re-Enter The Spotlight?
With the launch of Muse by Meta, it feels like agentic AI took a massive step from being reserved for the tech-nerds towards something closer to the everyday person. It moved from a well understood concept, to something much more real. Natu...
Rate Hike. Finally!
When we entered 2026, many believed this would be the year of rate cuts. Companies largely dependent on future earnings surged the first half of the year. Before the summer, the picture began looking quite different. Energy prices surged as...
Made Vicor(VICR) a Top 3 position
My first purchase of Vicor was around $311.
My first purchase of Vicor was around $311. If you know my investment style, you know that I spend very little time trying to time my purchases as long as I believe I get good value for my money....
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Welcome to The Boring Investor Substack. I will dive deeper into the thoughts I surface on my X profile so you'll stay closer to how I navigate the market and the rationale behind my own decisions. 1700% returns since Dec. 2024. No Financial Advice.
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