Boredom Baron | Substack

Where Nobody’s Looking: Europe’s £400 Billion Graveyard of Forgotten Insurance Policies

And the quiet operators turning dead paper into compounding machines

Apr 10 • Boredom Baron

Top posts

20 Years of 18% EPS Growth, 8x PE, Moat and Massive Buybacks

Oct 9, 2025 • Boredom Baron

On the Brink of a New Commodity Supercycle

Jun 24, 2025 • Boredom Baron

Uncovering Opportunities Beyond MP Materials: The Rare Earths Race

Jul 19, 2025 • Boredom Baron

Trading Below Book, Unlocking Real Estate Value

May 26, 2025 • Boredom Baron

From Oil Kingdom to Mineral Might: Beyond the Hype

Nov 1, 2025 • Boredom Baron

Recent posts

Two European Fee Machines Hiding in Plain Sight

There is a quiet revolution happening in European finance, and most retail investors are completely asleep at the wheel.

Feb 28 • Boredom Baron

The Most Boring Software in France Is Also the Hardest to Rip Out

Part 1 of 2. The free industry primer. Part 2, the company pick and the valuation, sits behind the paywall.

24 hrs ago • Boredom Baron

Revenue Up 9%, Dividend Up 12%, Stock Down 65%

Priced as if nobody noticed. One of our most embedded picks yet, the full valuation, and the bear case that keeps me honest. For paid subscribers - free…

Jun 7 • Boredom Baron

The Boredom Baron, Weekly Intelligence Briefing (Week to 2026-06-05)

Sentiment Gauge: -3.0 🟠 (Bearish) | Fear Gauge: 42/100 🟡 (Cautious)

Jun 6 • Boredom Baron

The Boredom Baron, Weekly Intelligence Briefing (Week to 2026-05-22)

Sentiment Gauge: -2.5 🟡 (Slightly Bearish) | Fear Gauge: 55/100 🟠 (Cautious) Previous week: Sentiment -4.0, Fear 56

May 23 • Boredom Baron

Boredom Baron

Boredom Baron

Posting about value investments. Boring value investing philosophy. Living in a boring town. Managing my boring portfolio.