HeyJaredBoredom Baron
Posting about value investments. Boring value investing philosophy. Living in a boring town. Managing my boring portfolio.
- Indexed issues, last 90 days
- 9
- Latest publication
- Jul 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest issues
What Founding Members See That Nobody Else Does (opens the original)
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If the paid dashboard is the cockpit, this is the room behind it...You get everything paid subscribers see, sleeves, gauges, calendar, performance, the Baron’s Book, plus three things nobody else does. Log in at dashboard.boredombaron.com with founding-june.The full Regime Radar. A weekly, model-driven read on the mood of eleven European markets (bull, … Read more
Your Dashboard Is Live. Start Here. (opens the original)
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For two years I’ve described this portfolio in prose. Today you can watch it breathe.It’s live at dashboard.boredombaron.com. Your password is paid-june Enter it once and it remembers you for about a month. This will be updated each month in a pinned post.Here’s what’s behind the door:The machine, at a glance. NAV indexed to 100 at inception, blended yi… <a href="https://boredombaron.substack.com/p/yo
Nobody Died, But You'd Never Know It From the Share Price — A cyclical trough dressed up as a terminal diagnosis, at a distressed price, with the recovery thrown in for free (opens the original)
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Finland’s largest private healthcare company had a mild flu season and some stingy corporate clients, so the market did what markets do: it declared time of death, wheeled the shares down to a nine-year low, and priced a dominant, cash-gushing, demographically-blessed franchise as though rigor mortis had set in. I have spent a good while with the scalpel. The patient is not dying. It is not even especially unwell. It has a cold. And the funeral, frankly, is a buying opportunity for me.Company: T
Kardex: Selling More, Earning Less (opens the original)
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In March, I called it a wonderful business at a fair price, and said I wanted the margins confirmed before I got excited. On 8 June management confirmed them, in the way you least want. Here is the profit warning that anyone who read the 2025 accounts could have typed out in advance, why the margin went missing, and the one question nobody at the company will answer: when does it come back?Company: Kardex Holding AG · Ticker: KARN (SIX Swiss Exchange) · ISIN: CH0100837282 · Price: CHF 237 (13 Ju
Two years of "we're thinking about it," and the £688m is still on the table (opens the original)
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I set out to compare two ways to rent the flow of trades: Flow Traders, a thinly-covered Dutch market-maker that screens like catnip for us, and TP ICAP, a lumbering FTSE 250 interdealer broker that emphatically does not. The screen said Flow. The franchise said TP ICAP. On this occasion the screen can go and sit in the corner. What follows is why I followed the franchise, why there is a hidden company buried inside this one that the market insists on pricing as a voice broker, and why, having f
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