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 might be a separate efficiency portfolio evaluation at first of January. After a brief break, I needed to do a brand new “Panic Sequence” submit as a result of results of the US election.
With the reasonably “blended” efficiency of my portfolio this yr and the numerous headwinds, the motivation to write down clearly has suffered just a little bit, however having seen these conditions earlier than, in fact I’ll proceed to weblog with the clear aim to turn into the longest working monetary weblog on the planet. Within the subcategory of non-paywal monetary blogs with a clear funding portfolio, I’d guess there aren’t many challengers.
A really attention-grabbing improvement is the present proliferation of funding blogs particularly on Substack, nonetheless 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 residing on that. Alternatively, will probably be attention-grabbing to see how lengthy many of those formidable 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 in an effort to reside from subscriptions isn’t all the time 100% aligned with really creating worth for readers. However I want luck to all of them.
Once more, an enormous thanks to all readers, particularly those that contribute (and encourage me) through constructive feedback however in fact 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 lots.
The highest 10 posts in 2024 had been the next:
- My 22 (+1) investments for 2024
- Eurokai KGaA (ISIN DE0005706535) – Enjoying the “Time arbitrage sport” with the presumably least expensive 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” worth
- EVS Broadcast SA – A Hidden World Champion “Breaking free from the Van” with Software program & AI at a Discount Worth
- Efficiency evaluation 6M 2024 – Remark: “How are you aware in case your horse is useless ?”
- Samse Group (ISIN FR0000060071) – A Hidden French Compounder that’s as thrilling as watching Paint dry ?
- Fuchs SE (FPE) – A Hidden Champion “Greased for Development” after a ten yr consolidation section ?
- Efficiency evaluation 9M 2024 – Remark: “The best way to practice persistence in periods of underperformance”
Running a blog highlights 2024:
Thus far, in 2024 I managed to submit solely 53 occasions, which is once more lower than in 2023. As will be seen within the Prime 10 checklist, deep dive inventory write-ups and portfolio opinions appear to be the most well-liked posts. Nonetheless they’re additionally clearly essentially the most work intensive ones.
I managed to complete the all Belgian Shares collection. I’m at the moment considering what to do subsequent. Perhaps I’ll do one thing extra regional or give attention to a sector to maintain issues attention-grabbing 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 total views are up principally attributable to Substack. I’m really shocked that also so many popele are eager about these sort of shares.
The facility of Substack (and why most likley most monetary blogs are created there) is clearly the “advice engine” which is sort of highly effective.
Subscriber numbers are rising slowly over time, on each platforms round 4000 subscibers faux to be eager about my stuff.
In final yr’s anniversery submit, readers identified a couple of different “old style” bloggers which might be stil round comparable to:
Crossing Wall Road (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 submit on Twitter, but it surely has turn into extra annoying. I not too long ago found that I had really created a Bluesky account and I’m at the moment 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 aim is in fact 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 tune for all fellow struggling European small cap buyers and old style “content material creators” on the market:
Don’t cease believin’
