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 probably be a separate efficiency portfolio evaluate at first of January. After a brief break, I needed to do a brand new “Panic Sequence” put up because of the results of the US election.
With the fairly “blended” efficiency of my portfolio this 12 months and the various headwinds, the motivation to put in writing clearly has suffered a bit bit, however having seen these conditions earlier than, in fact I’ll proceed to weblog with the clear aim to grow to be the longest working monetary weblog on the planet. Within the subcategory of non-paywal monetary blogs with a clear funding portfolio, I might guess there will not be many challengers.
A really fascinating growth 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. However, 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 model of investing seems of favor (which in some unspecified time in the future in time ALWAYS occurs).
I additionally assume that writing with a purpose to stay from subscriptions shouldn’t be at all times 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 inspire me) by way of 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 quite a bit.
The highest 10 posts in 2024 have been the next:
- My 22 (+1) investments for 2024
- Eurokai KGaA (ISIN DE0005706535) – Taking part in the “Time arbitrage recreation” with the probably most cost-effective Port Inventory within the World
- The German Mittelstand is possibly 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 International Champion “Breaking free from the Van” with Software program & AI at a Discount Worth
- Efficiency evaluate 6M 2024 – Remark: “How have you learnt 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 12 months consolidation part ?
- Efficiency evaluate 9M 2024 – Remark: “How you can practice persistence during times of underperformance”
Running a blog highlights 2024:
To this point, in 2024 I managed to put up solely 53 occasions, which is once more lower than in 2023. As might be seen within the High 10 listing, deep dive inventory write-ups and portfolio evaluations appear to be the preferred posts. Nonetheless 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 deal with a sector to maintain issues fascinating for me.
Statistics:
Total, 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. Nonetheless, the Substack which I run parallel (with 1:1 posts) has reached round 30k views, so total views are up principally resulting from Substack. I’m really shocked that also so many popele are desirous about these form of shares.
The facility of Substack (and why most likley most monetary blogs are created there) is clearly the “suggestion engine” which is kind of highly effective.
Subscriber numbers are rising slowly over time, on each platforms round 4000 subscibers fake to be desirous about my stuff.
In final 12 months’s anniversery put up, readers identified a number 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 put up on Twitter, however it has grow to be extra annoying. I just lately found that I had really created a Bluesky account and I’m presently trying out what’s happening over there. For some cause, I had already like 330 followers over there.
The 12 months forward
Going into 12 months 15, the largest aim is in fact 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 buyers and old style “content material creators” on the market:
Don’t cease believin’