13th Anniversary Value and Opportunity

Every year on December 15th, the blog celebrates another anniversary because on that day in December 2010, the blog was first launched.

As always, a separate review of the performance portfolio will take place at the beginning of January. 13 is often considered an unlucky number. So far, this has not been the case with the blog, rather the opposite, because I did not have to start another “Panic Series” revival.

I was wondering if I knew of another stock blog that was still active and older than mine, but I couldn’t think of much. There are some longer running financial blogs such as Calculated risk gold Fringe revolution. Teacher. Damodaran’s blog Music in the markets has been around for 15 years.

I can only speculate why so many blogs have disappeared over time, maybe it’s the pull of social media or the fact that a few early bloggers have gone professional.

Personally, I would be very interested if my readers know of other stock blogs that have been around for a very long time. If you know of exchanges that have been around for 10 years or more, please post in the comments.

Once again, many thanks to all readers, especially those who contribute (and motivate me) with constructive comments, but of course also to all silent readers.

The top 10 posts in 2023 were:

  1. Italmobiliare (ISIN IT0005253205) – Buy “Ital’s Finest” for just 50 cents in the EUyear?
  2. SFS Group AG (ISIN CH0239229302) – Super boring but sexy “Hidden Champion” from Switzerlandd
  3. Collectors Corner Series Part 1: Laurent-Perrier SA (ISIN FR0006864484)
  4. Logistec (ISIN CA5414114010) – Low cost marine terminal operator with great track record – what not as?
  5. My 23 Investments for 2023
  6. “Freedom Insulation” – Cart Tracking and Updates (Sto, Steico)
  7. Schaffner Group AG (ISIN CH0009062099) – Is it “Meier & Tobler 2.0”?
  8. Portfolio overview for half-year 2023, part 1/2
  9. Brother Hartmann (ISIN DK0010256197): A special situation that really forces the egg?
  10. Value and Opportunity 2022 Performance Overview and 2023 Outlook

Best of Blogging 2023:

So far in 2023, I’ve only managed to post 56 times, which is again less than in 2022. As you can see from the Top 10, the most popular posts seem to be stock write-ups and portfolio reviews.

The biggest success was the “All Norwegian Shares” series, which I almost managed to finish this year. Norway was somehow an exchange that doesn’t match what I’m looking for, which is an interesting result in itself. I still have to choose a country for next year, but I already have a favorite.

I’ve also started a new series called “Stock collection” where I focus on stocks that may not meet my formal return requirements, but for one reason or another are still interesting enough to justify a “small” position. Champagne specialist Laurent Perrier was the first part. “The Collection” will be a very opportunistic series.

Statistics:

Overall, views for this year are around 280k, which is again below the level of 2022. This number correlates 1:1 with activity, so it’s no surprise here that with fewer posts, the number drops. I think my focus on obscure and boring little capers also limits the audience somewhat. The number of subscribers is still increasing, but slowly.

Twitter:

As mentioned, in 2021 I started reactivating my old Twitter account. I think it’s still useful for me for discovering ideas, but filtering the feed has become quite cumbersome, and the activity has dropped significantly, at least from the accounts I actively follow. I’ve tried Bluesky but I’m struggling to find it useful. In any case, try to avoid arguing on social media as it is mostly a waste of time.

A year ahead

In year 14, of course, the biggest goal is to maintain the frequency and complete the new “All stock” series. Other than that, I don’t have any specific goals.

Bonus track:

With the increasing number of conflicts in the world and the increasing number of innocent victims, this song came to mind:

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