Boredom Baron
Subscribe
Sign in
Home
Chat
Archive
Leaderboard
About
The Hardest Question in Value Investing (And Why Most People Get It Wrong)
A reader asked me a question the other day that stopped me cold.
Feb 7
•
Boredom Baron
51
4
9
Top posts
20 Years of 18% EPS Growth, 8x PE, Moat and Massive Buybacks
Oct 9, 2025
•
Boredom Baron
44
5
On the Brink of a New Commodity Supercycle
Jun 24, 2025
•
Boredom Baron
34
5
Uncovering Opportunities Beyond MP Materials: The Rare Earths Race
Jul 19, 2025
•
Boredom Baron
33
13
5
Trading Below Book, Unlocking Real Estate Value
May 26, 2025
•
Boredom Baron
28
15
8
From Oil Kingdom to Mineral Might: Beyond the Hype
Nov 1, 2025
•
Boredom Baron
29
10
2
Recent posts
View all
I Automated the Most Tedious Part of My Investment Process (...and Now YOU Get the Output)
Two new gauges, one weekly briefing, and a systematic answer to the question every value investor asks
Feb 16
•
Boredom Baron
13
4
Carl Zeiss Meditec: When the Thesis Gets Punched in the Mouth
A Real-Time Lesson in Updating Your Priors (Without Losing Your Mind)
Feb 15
•
Boredom Baron
12
2
The Baron’s Portfolio: Four Blocks, One Boring Machine
How we’re building a portfolio that pays you to wait, and rewards you when nobody’s watching.
Feb 14
•
Boredom Baron
17
9
The One Number That Tells You If a Dividend Stock Is Worth Owning
Most investors look at yield. The smart ones look at this instead.
Feb 14
•
Boredom Baron
27
8
2
The Company That Helps the World See (And the Market That Refuses to Look)
Full valuation model, seven-layer bear case, and why I think the stock is worth €38+
Feb 11
•
Boredom Baron
11
2
See all
Boredom Baron
Posting about value investments. Boring value investing philosophy. Living in the boring Switzerland. Managing my boring portfolio.
Subscribe
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
