Worth & Alternative thirteenth Anniversary

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 will likely be a separate efficiency portfolio overview to start with of January.  13 is usually thought of an unfortunate quantity. To date that hasn’t be the case for the weblog, fairly the alternative, as I didn’t have to start out one other “Panic Sequence” revival.

I’ve been considering if I do know every other inventory targeted weblog that’s nonetheless lively and older than mine, however I couldn’t consider many. There are some longer working Monetary blogs comparable to 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 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 you understand 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 had been the next:

1. Italmobiliare (ISIN IT0005253205) – Shopping for “Italy’s Best” for under 50 Cents on the Euro ?
2. SFS Group AG (ISIN CH0239229302) – Tremendous boring however attractive “Hidden Champion” from Switzerland
3. Collectors Nook Sequence Half 1: Laurent-Perrier SA (ISIN FR0006864484)
4. Logistec (ISIN CA5414114010) – An affordable marine terminal operator with a terrific monitor report – what’s to not like ?
5. My 23 Investments for 2023
6. “Freedom Insulation” – Observe up and Basket Replace (Sto, Steico)
7. Schaffner Group AG (ISIN CH0009062099) – Is that this “Meier & Tobler 2.0” ?
8. Half 12 months 2023 Portfolio Evaluation Half 1/2
9. Broedr. Hartmann (ISIN DK0010256197): A very Egg-citing Particular scenario ?
10. Worth & Alternative 2022 Efficiency Evaluation & 2023 Outlook

Running a blog highlights 2023:

To date, in 2023 I managed to put up solely 56 instances, which is once more lower than in 2022. As will be seen within the Prime 10 checklist, 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 virtually managed to complete this 12 months. 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 fascinating 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 purpose or the opposite, are nonetheless fascinating 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 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 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 previous Twitter account. I feel it’s nonetheless helpful to me for thought discovery, however filtering the feed has turn into fairly cumbersome and exercise has been considerably lowering, no less than from the accounts that I actively observe. I attempted Bluesky, however I’m struggling to search 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 12 months forward

Going into 12 months 14, the most important aim 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 Monitor:

With an rising variety of conflicts on this planet and an rising variety of harmless victims, this tune got here to my thoughts: