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 evaluation at first of January.  After a brief break, I needed to do a brand new “Panic Sequence” submit because of the results of the US election.

With the moderately “combined” efficiency of my portfolio this yr and the numerous headwinds, the motivation to write down clearly has suffered a bit bit, however having seen these conditions earlier than, after all 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’d guess there aren’t 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. Then again, it will likely 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 sooner or later in time ALWAYS occurs).

I additionally suppose that writing to be able to stay from subscriptions will not be at all times 100% aligned with really 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 encourage 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 state of affairs, which I apreciated so much.

The highest 10 posts in 2024 had been the next:

1. My 22 (+1) investments for 2024
2. Eurokai KGaA (ISIN DE0005706535) – Enjoying the “Time arbitrage recreation” with the presumably most cost-effective Port Inventory within the World
3. The German Mittelstand is perhaps Down however not Out: Hermle AG – Hidden Automation Champion from the “Ländle”
4. Amadeus Fireplace AG (AAD.GR) – Come on and rock me Amadeus !!!
5. STEF S.A. (ISIN FR0000064271) – An “Ice Chilly” High quality Compounder at a “bonkers cut price” value
6. EVS Broadcast SA – A Hidden World Champion “Breaking free from the Van” with Software program & AI at a Cut price Worth
7. Efficiency evaluation 6M 2024 – Remark: “How are you aware in case your horse is lifeless ?”
8. Samse Group (ISIN FR0000060071) – A Hidden French Compounder that’s as thrilling as watching Paint dry ?
9. Fuchs SE (FPE) – A Hidden Champion “Greased for Development” after a ten yr consolidation section ?
10. Efficiency evaluation 9M 2024 – Remark: “Easy methods to practice endurance during times of underperformance”

Running a blog highlights 2024:

Up to now, in 2024 I managed to submit solely 53 instances, which is once more lower than in 2023. As may be seen within the High 10 listing, deep dive inventory write-ups and portfolio critiques 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 present considering what to do subsequent. Perhaps I’ll do one thing extra regional or give attention to a sector to maintain issues fascinating for me.

Statistics:

Total, 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 largely because of Substack. I’m really stunned that also so many popele are fascinated with these type of shares.

The ability of Substack (and why most likley most monetary blogs are created there) is clearly the “suggestion engine” which is sort of highly effective.

Subscriber numbers are rising slowly over time, on each platforms round 4000 subscibers faux to be fascinated with my stuff.

In final yr’s anniversery submit, readers identified a couple of different “old fashioned” bloggers which can be stil round reminiscent of:

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 submit 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 at present trying out what’s occurring over there. For some motive, I had already like 330 followers over there.

The yr forward

Going into yr 15, the largest 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 objectives.

Bonus Monitor:

That is the track for all fellow struggling European small cap traders and old fashioned “content material creators” on the market:
Don’t cease believin’