The Acquirers Podcast Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39
11 snips
Nov 6, 2025 Bogumil Baranowski, founder of Blue Infinitus Capital and host of the Talking Billions podcast, shares his insights on long-term, patient investing. He discusses shifting from cheap stocks to quality businesses and emphasizes simplicity in investing strategies. Growing up in Cold War Poland shaped his views on wealth and markets, leading to his belief in the importance of location for preserving family wealth. Bogumil also reflects on lessons from the pandemic, advocating for mindfulness and patience in both investing and life.
AI Snips
Chapters
Books
Transcript
Episode notes
Value Buy, Growth Hold
- Bogumil buys with a value margin then holds for growth because paying less reduces downside and enables long-term compounding.
- He asks "what if I'm wrong?" to ensure investments are affordable and holdable.
Sell For Better Ideas, Not Prices
- Sell only when a clearly better idea displaces the holding rather than when an arbitrary price target is hit.
- Avoid price targets because they give false precision and create psychological dilemmas at the target.
Cheap Stock Cost Me Sleep
- Bogumil recounts researching a cheap, leveraged company while a colleague bought a pricier, steadier competitor.
- The colleague kept sleep and lost less money because the competitor just executed better over time.
