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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 reside for the primary time.
As all the time there can be a separate efficiency portfolio overview at first of January. 13 is commonly 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 Collection” revival.
I’ve been considering if I do know another 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, perhaps 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 were operating for a really very long time. Kindly publish into the feedback if you recognize about inventory blogs that exist for 10 years or longer.
Once more, a giant thanks to all readers, particularly those that contribute (and encourage me) through constructive feedback however in fact additionally to all of the silent readers.
The highest 10 posts in 2023 had 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 horny “Hidden Champion” from Switzerland
Collectors Nook Collection Half 1: Laurent-Perrier SA (ISIN FR0006864484)
Logistec (ISIN CA5414114010) – An affordable marine terminal operator with an important observe file – 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 yr 2023 Portfolio Evaluation Half 1/2
Broedr. Hartmann (ISIN DK0010256197): A very Egg-citing Particular scenario ?
Worth & Alternative 2022 Efficiency Evaluation & 2023 Outlook
Running a blog highlights 2023:
Thus far, in 2023 I managed to publish solely 56 instances, which is once more lower than in 2022. As may be seen within the High 10 checklist, inventory write-ups and portfolio evaluations 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 yr. Someway Norway has been a inventory market that doesn’t match with what I’m searching for which in itself is an attention-grabbing final result. 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 give attention to 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” can 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 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 feel it’s nonetheless helpful to me for concept discovery, however filtering the feed has change into fairly cumbersome and exercise has been considerably reducing, not less than 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 largely a waste of time.
The yr forward
Going into yr 14, the largest purpose is in fact 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 growing variety of conflicts on this planet and an growing variety of harmless victims, this tune got here to my thoughts:
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