Talking Billions with Bogumil Baranowski Value: After Hours: Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39
Nov 14, 2025
In a captivating conversation, Bogumil Baranowski, founder of Blue Infinitas Capital and author, shares insights from his two decades of experience managing family wealth. He emphasizes patience in investing and the importance of a long-term perspective. Bogumil details his investment philosophy of buying with a margin of safety and avoiding market noise. He also reflects on life in Poland under communism, shaping his views on ownership and stability. The episode is rich with wisdom on compounding, legacy, and the essentials of smart investing.
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Value Buyer, Growth Holder
- Bogumil calls himself a value buyer and a growth holder, buying with margin of safety and rarely selling.
- He stresses entering deals that tolerate being wrong and then holding through long periods of uncertainty.
Avoid Fixed Price Targets
- Do not use fixed price targets; sell only when displaced by a better idea or clear permanent change.
- Hold through euphoria and tax considerations and prefer waiting over frequent trading.
Big Moves Happen After Hours
- Markets move in big bursts around after‑hours news rather than smooth daily adjustments.
- That pattern creates opportunities for patient, long-term investors who ignore intra‑day noise.
