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I think we're live. I always stare blankly at the camera for the first few minutes just to let
you know that there's nothing going on behind the behind the eyes. I'm reading
off an I'm reading off a prompter, I'll read anything. I'm Tobias Carlisle. This is Value After Hours joined as always by my cohost, Jake Taylor. Our special guest today is Bogumil Baranowski of Blue Infinitus Capital, host of the podcast with perhaps the greatest name ever, Talking Billions. How are you, Bogumil? Welcome.
I'm very well. I'm very excited to be here.
Just tell us a little bit about your investment philosophy and your journey to setting up Blue Infinitus.
Well, a simple easy question
to start with. We'll see you at the end.
Where do I start? I manage money for families, long term patient capital. And I've been doing it for twenty years. I discovered investing when I was an exchange student in Brussels. I was born in Poland, went to schools around Europe. I was in Brussels at some point and I picked up a book Peter Lynch, one up on Wall Street. And I studied business, economics, political science at the time, but that book really opened my eyes to a whole new world. And I found investing just a fascinating intellectual puzzle, something that I could figure out. And it's not that I thought I'm going to beat the mar
How how would you describe your investment philosophy? What are you a are you a value guy? Are you a how would you describe it?
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