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Yearly on December fifteenth, the weblog celebrates one other anniversary, as a result of on that day in December 2010, the weblog went stay for the primary time.
As all the time there might be a separate efficiency portfolio overview at first of January. 13 is usually thought-about an unfortunate quantity. Thus far that hasn’t be the case for the weblog, quite the other, as I didn’t have to begin one other “Panic Sequence” revival.
I’ve been pondering if I do know another inventory targeted weblog that’s nonetheless energetic and older than mine, however I couldn’t consider many. There are some longer working Monetary blogs corresponding to Calculated Danger or Marginal Revolution. Prof. Damodaran’s weblog Musings on Markets is up since 15 years.
I can solely speculate why so many blogs have disappeared over time, perhaps it’s the attract of Social Media or the truth that a few the early bloggers grew to become skilled.
Personally I might be very if my readers know different inventory targeted blogs which were working for a really very long time. Kindly put up into the feedback if about inventory blogs that exist for 10 years or longer.
Once more, an enormous thanks to all readers, particularly those that contribute (and inspire me) by way of constructive feedback however after all additionally to all of the silent readers.
The highest 10 posts in 2023 have been the next:
Italmobiliare (ISIN IT0005253205) – Shopping for “Italy’s Most interesting” for under 50 Cents on the Euro ?
SFS Group AG (ISIN CH0239229302) – Tremendous boring however attractive “Hidden Champion” from Switzerland
Collectors Nook Sequence Half 1: Laurent-Perrier SA (ISIN FR0006864484)
Logistec (ISIN CA5414114010) – An inexpensive marine terminal operator with an amazing monitor document – what’s to not like ?
My 23 Investments for 2023
“Freedom Insulation” – Observe up and Basket Replace (Sto, Steico)
Schaffner Group AG (ISIN CH0009062099) – Is that this “Meier & Tobler 2.0” ?
Half 12 months 2023 Portfolio Assessment Half 1/2
Broedr. Hartmann (ISIN DK0010256197): A really Egg-citing Particular scenario ?
Worth & Alternative 2022 Efficiency Assessment & 2023 Outlook
Running a blog highlights 2023:
Thus far, in 2023 I managed to put up solely 56 instances, which is once more lower than in 2022. As could be seen within the Prime 10 record, inventory write-ups and portfolio critiques appear to be the most well-liked posts.
The largest achievement has been the “All Norwegian Shares collection” which I nearly managed to complete this 12 months. By some means Norway has been a inventory market that doesn’t match with what I’m searching for which in itself is an attention-grabbing end result. I nonetheless want to decide on a Nation for subsequent 12 months, however I have already got a favourite.
I additionally began a brand new collection known as “Inventory assortment” the place I give attention to shares that may not meet my formal return necessities, however for one cause or the opposite, are nonetheless attention-grabbing sufficient to justify a “small” place. Champagne specialist Laurent Perrier was the primary half. The “assortment” might be a really opportunistic collection.
Statistics:
Total, views are at round 280 ok for this 12 months, which is once more under the extent of 2022. This quantity correlates 1:1 with the exercise, so no shock right here that with fewer posts, the quantity goes down. I believe that my give attention to obscure and boring small caps additionally limits the viewers to a sure extent. Subscribers are nonetheless rising however slowly.
Twitter:
As talked about, I had began in 2021 to reactivate my outdated Twitter account. I believe it’s nonetheless helpful to me for thought discovery, however filtering the feed has turn out to be fairly cumbersome and exercise has been considerably reducing, a minimum of from the accounts that I actively observe. I attempted Bluesky, however I’m struggling to seek out it helpful. In any case, a attempt to keep away from in arguments on Social Media as that is principally a waste of time.
The 12 months forward
Going into 12 months 14, the largest objective is after all to maintain up the frequency and full a brand new “All inventory” collection. Apart from that I don’t have any particular targets.
Bonus Monitor:
With an rising variety of conflicts on the planet and an rising variety of harmless victims, this music got here to my thoughts:
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