Yearly on December fifteenth, the weblog celebrates one other anniversary, as a result of on that day in December 2010, the weblog went dwell for the primary time.
As all the time there will probably be a separate efficiency portfolio overview to start with 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 reasonably “blended” efficiency of my portfolio this 12 months and the various headwinds, the motivation to jot down clearly has suffered a bit 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 aren’t 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 residing on that. Then again, it is going to be fascinating to see how lengthy many of those formidable writers survive, particularly if markets flip actually unhealthy for an extended interval or their particular model of investing seems of favor (which in some unspecified time in the future in time ALWAYS occurs).
I additionally suppose that writing with a purpose to dwell from subscriptions will not be all the time 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 quite a bit.
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 probably least expensive Port Inventory within the World
- The German Mittelstand is possibly Down however not Out: Hermle AG – Hidden Automation Champion from the “Ländle”
- Amadeus Hearth 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 12 months consolidation part ?
- Efficiency overview 9M 2024 – Remark: “The right way to prepare endurance in periods of underperformance”
Running a blog highlights 2024:
Thus far, in 2024 I managed to publish solely 53 instances, which is once more lower than in 2023. As could be seen within the High 10 checklist, deep dive inventory write-ups and portfolio critiques appear to be the preferred posts. Nevertheless they’re additionally clearly probably the most work intensive ones.
I managed to complete the all Belgian Shares sequence. I’m presently considering what to do subsequent. Possibly I’ll do one thing extra regional or give attention to a sector to maintain issues fascinating for me.
Statistics:
General, views are at round 280k for this 12 months, 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. Nevertheless, the Substack which I run parallel (with 1:1 posts) has reached round 30k views, so general views are up principally as a consequence of Substack. I’m truly shocked that also so many popele are considering these form of shares.
The ability of Substack (and why most likley most monetary blogs are created there) is clearly the “advice engine” which is kind of highly effective.
Subscriber numbers are rising slowly over time, on each platforms round 4000 subscibers fake to be considering my stuff.
In final 12 months’s anniversery publish, readers identified just a few different “old style” bloggers which might be stil round corresponding 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, nevertheless it has change into extra annoying. I not too long ago found that I had truly created a Bluesky account and I’m presently testing what’s happening over there. For some purpose, I had already like 330 followers over there.
The 12 months forward
Going into 12 months 15, the largest objective is after all to maintain up the frequency and full a brand new “All inventory” sequence. Apart from that I don’t have any particular objectives.
Bonus Observe:
That is the music for all fellow struggling European small cap traders and old style “content material creators” on the market:
Don’t cease believin’
