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 at all times there shall be a separate efficiency portfolio overview at first of January. After a brief break, I needed to do a brand new “Panic Sequence” publish because of the results of the US election.
With the relatively “combined” efficiency of my portfolio this yr and the numerous headwinds, the motivation to jot down clearly has suffered just a little bit, however having seen these conditions earlier than, after all I’ll proceed to weblog with the clear objective to change into the longest operating monetary weblog on the planet. Within the subcategory of non-paywal monetary blogs with a clear funding portfolio, I’d guess there are usually not many challengers.
A really fascinating improvement is the present proliferation of funding blogs particularly on Substack, nevertheless many of those blogs go behind a paywall after one or two years. On the one hand, I can perceive this, as many of those writers are fairly younger and wish to make a dwelling on that. Then again, will probably be fascinating to see how lengthy many of those bold writers survive, particularly if markets flip actually unhealthy for an extended interval or their particular type of investing seems of favor (which in some unspecified time in the future in time ALWAYS occurs).
I additionally suppose that writing so as to stay from subscriptions just isn’t at all times 100% aligned with truly creating worth for readers. However I want luck to all of them.
Once more, a giant 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. A few of them stepped up throughout a fairly nasty dialogue across the Ocean Wilson particular scenario, which I apreciated so much.
The highest 10 posts in 2024 had been the next:
- My 22 (+1) investments for 2024
- Eurokai KGaA (ISIN DE0005706535) – Taking part in the “Time arbitrage sport” with the presumably most cost-effective Port Inventory within the World
- The German Mittelstand is perhaps Down however not Out: Hermle AG – Hidden Automation Champion from the “Ländle”
- Amadeus Fireplace AG (AAD.GR) – Come on and rock me Amadeus !!!
- STEF S.A. (ISIN FR0000064271) – An “Ice Chilly” High quality Compounder at a “bonkers discount” value
- EVS Broadcast SA – A Hidden World Champion “Breaking free from the Van” with Software program & AI at a Discount Value
- Efficiency overview 6M 2024 – Remark: “How have you learnt in case your horse is lifeless ?”
- Samse Group (ISIN FR0000060071) – A Hidden French Compounder that’s as thrilling as watching Paint dry ?
- Fuchs SE (FPE) – A Hidden Champion “Greased for Progress” after a ten yr consolidation part ?
- Efficiency overview 9M 2024 – Remark: “How one can prepare endurance during times of underperformance”
Running a blog highlights 2024:
Up to now, in 2024 I managed to publish solely 53 occasions, which is once more lower than in 2023. As could be seen within the High 10 listing, deep dive inventory write-ups and portfolio critiques appear to be the preferred posts. Nonetheless they’re additionally clearly essentially the most work intensive ones.
I managed to complete the all Belgian Shares collection. I’m at present considering what to do subsequent. Perhaps I’ll do one thing extra regional or concentrate on a sector to maintain issues fascinating for me.
Statistics:
General, views are at round 280k for this yr, which is similar to 2023. This quantity correlates with the exercise, so no shock right here that with fewer posts, the quantity doesn’t go up. Nonetheless, the Substack which I run parallel (with 1:1 posts) has reached round 30k views, so general views are up principally resulting from Substack. I’m truly stunned that also so many popele are all in favour of these type of shares.
The facility of Substack (and why most likley most monetary blogs are created there) is clearly the “suggestion engine” which is sort of highly effective.
Subscriber numbers are rising slowly over time, on each platforms round 4000 subscibers faux to be all in favour of my stuff.
In final yr’s anniversery publish, readers identified just a few different “old-fashioned” bloggers which are stil round akin to:
Crossing Wall Avenue (since 2005)
Rational Stroll (since 2009)
Reminiscences of a Stockblogger (since 2011)
Alpha Vulture (since 2011)
The Brooklyn investor (Since 2011, now fairly irregular)
Mr. Market miscalculates (since 2012)
Twitter:
I nonetheless publish on Twitter, but it surely has change into extra annoying. I not too long ago found that I had truly created a Bluesky account and I’m at present trying out what’s occurring over there. For some purpose, I had already like 330 followers over there.
The yr forward
Going into yr 15, 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 objectives.
Bonus Monitor:
That is the track for all fellow struggling European small cap buyers and old-fashioned “content material creators” on the market:
Don’t cease believin’
