Talking Billions with Bogumil Baranowski

Find all the articles, summaries, and book reviews on Substack https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.If you want to reach out, I'd love to hear from you here is my email bogumil AT talkingbillions.co (not com)] Thank you!

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employee...

Guest: Nuala Walsh - Mind Equity CEO, Professor of Behavioral Science at Trinity College Dublin, non-executive director, award-winning author, TEDx speaker, and London School of Economics fellow. Recognized among the 100 most influential women in finance with a 30-year investment career spanning BlackRock, Merrill Lynch, Standard Life, and Aberdeen. Author of "Tune In, How to Make Smarter Decisions in a Noisy World."

Key M...

This is my appearance on The Art of Quality in Investing Podcast with John Candeto and Paul Higgins. Enjoy!

The Art of Quality Podcast --- This podcast explores the lived experience of those with a deep familiarity with the stories and patterns of quality across business, entrepreneurship, investing and the arts. We have learned like the stoics, stories carry most of the wisdom.

Bogumil Baranowski is the founder of Blue Infinitas Cap...

If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you!

Here you will find the audio version of my this week's articles, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.

Also, it's super important! I...

If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you!

Here you will find the audio version of my this week's article, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.

Also, it's super important! I&...

FULL BONUS EPISODE: This is the Excess Returns Podcast episode -- please look up all their wonderful content, and listen to it here in case you missed it. It's with Chris Mayer, Matt Zeigler, and me. It's been one of the highlights of my recording year. Tune in and enjoy!

In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaime...

A stormy week is behind us; here are some calm and wise words that you might appreciate this weekend.

I distilled my 3 long podcast interviews with Chris Mayer (100-baggers) and 3 of his books into this 10-minute recap. Enjoy!

If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you!...

If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you!

Here you will find the audio version of my this week's article, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.

Also, it's super important! I'll be in Oma...

If you have 5 minutes this week, listen to this recap of my conversation with Alex Morris. My email is below.

FULL EPISODE & FULL ARTICLE: https://bogumilbaranowski.substack.com/

Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello, use the same email. Curious to hear from you!

Lastly, if you li...

If you have 5 minutes this week, listen to this recap of my conversation with Emily Bouchard with a BONUS look behind the scenes and my thoughts about what I learned.

FULL EPISODE about the episode: https://bogumilbaranowski.substack.com/p/emily-bouchard-money-marriage-and

FULL ARTICLE: https://bogumilbaranowski.substack.com/p/5-powerful-insights-from-emily-bouchard

Also, it's super important! I'll be in Omaha in a few weeks, if you ...

An insightful conversation with Samantha McLemore, founder and CIO of Patient Capital Management, who spent over two decades investing alongside famed value investor Bill Miller before founding her own firm in 2020.

Key Topics & Timestamps

Early Influences & Career Path (03:46 - 10:45)

• Sam's humble beginnings and early relationship with money
• Working from age 12 and saving money through college
• First investing experience...

If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you!

Here you will find the audio version of my this week's article, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.

Also, it's super important! I&...

Guest: Alex Morris - Founder of TSOH Investment Research and author of "Buffett and Munger Unscripted"

Episode Focus: Buffett and Munger's investment philosophy, value investing principles, and business ownership mindset

Key Topics:

Alex's journey into investing and discovery of Buffett/Munger's teachings

Value investing fundamentals - "getting a lot for the expectable future cash flows"

The importance of...

Understanding the interplay between allocation, evolution, and cognitive investment

Audio version of my this week's article, find it on Substack.

https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.

Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello...

If you have 5 minutes this week, listen to this recap of my conversation with Sean DeLaney with a BONUS look behind the scenes and my thoughts about what I learned.

FULL ARTICLE about the episode: https://bogumilbaranowski.substack.com/p/when-life-begins-to-whisper-insights

Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you ju...

Transforming Financial Conversations from Sources of Tension to Opportunities for Connection

Guest Introduction

Emily Bouchard is a specialist in family dynamics around wealth, with over 20 years of experience working with families navigating complex financial relationships. She's the founder of Blended Families Flourishing and Bouchard Bespoke Consulting, focusing on stepfamily dynamics, multigenerational family meetings, rising gen...

Audio version my this week's article, find it on Substack.

https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.

Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello, use the same email. Curious to hear from you!

Podcast Program – Disclosure State...

If you have 5 minutes this week, listen to this recap of my conversation with Vitaliy with a BONUS look behind the scenes and my thoughts about what I learned.

Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello, use the same email. Curious to hear from you! Lastly, if you like this 5-minute recap format...