Yearly on December fifteenth, the weblog celebrates one other anniversary, as a result of on that day in December 2010, the weblog went reside for the primary time.
As at all times there will likely be a separate efficiency portfolio assessment at first of January. 13 is commonly thought-about an unfortunate quantity. Up to now that hasn’t be the case for the weblog, moderately the alternative, as I didn’t have to begin one other “Panic Collection” revival.
I’ve been considering if I do know some other inventory centered weblog that’s nonetheless lively and older than mine, however I couldn’t consider many. There are some longer operating Monetary blogs reminiscent of Calculated Threat 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, possibly it’s the attract of Social Media or the truth that a few the early bloggers turned skilled.
Personally I’d be very if my readers know different inventory centered blogs which have been operating for a really very long time. Kindly publish into the feedback if you realize about inventory blogs that exist for 10 years or longer.
Once more, a giant thanks to all readers, particularly those that contribute (and inspire me) through 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 Collection Half 1: Laurent-Perrier SA (ISIN FR0006864484)
- Logistec (ISIN CA5414114010) – An affordable marine terminal operator with a fantastic monitor report – what’s to not like ?
- My 23 Investments for 2023
- “Freedom Insulation” – Comply with up and Basket Replace (Sto, Steico)
- Schaffner Group AG (ISIN CH0009062099) – Is that this “Meier & Tobler 2.0” ?
- Half yr 2023 Portfolio Evaluation Half 1/2
- Broedr. Hartmann (ISIN DK0010256197): A very Egg-citing Particular state of affairs ?
- Worth & Alternative 2022 Efficiency Evaluation & 2023 Outlook
Running a blog highlights 2023:
Up to now, in 2023 I managed to publish solely 56 instances, which is once more lower than in 2022. As will be seen within the High 10 listing, inventory write-ups and portfolio evaluations appear to be the most well-liked posts.
The most important achievement has been the “All Norwegian Shares collection” which I nearly managed to complete this yr. One way or the other Norway has been a inventory market that doesn’t match with what I’m on the lookout for which in itself is an attention-grabbing consequence. I nonetheless want to decide on a Nation for subsequent yr, however I have already got a favourite.
I additionally began a brand new collection known as “Inventory assortment” the place I deal with shares which 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” will likely be a really opportunistic collection.
Statistics:
General, views are at round 280 okay for this yr, which is once more beneath 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 feel that my deal with 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 feel it’s nonetheless helpful to me for thought discovery, however filtering the feed has develop into fairly cumbersome and exercise has been considerably lowering, at the very least 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 yr forward
Going into yr 14, the most important objective is after all to maintain up the frequency and full a brand new “All inventory” collection. Aside from that I don’t have any particular targets.
Bonus Observe:
With an rising variety of conflicts on the planet and an rising variety of harmless victims, this track got here to my thoughts:
