Worth & Alternative thirteenth Anniversary






Yearly on December fifteenth, the weblog celebrates every 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 will probably be a separate efficiency portfolio evaluation to start with of January.  13 is ceaselessly thought to be an unfortunate quantity. Up to now that hasn’t be the case for the weblog, relatively the other, as I didn’t have to start out every other “Panic Collection” revival.

I’ve been pondering if I do know another inventory targeted weblog this is nonetheless energetic and older than mine, however I couldn’t call to mind many. There are some longer operating Monetary blogs reminiscent of Calculated Chance or Marginal Revolution. Prof. Damodaran’s weblog Musings on Markets is up since 15 years.

I will best speculate why such a lot of blogs have disappeared over the years, perhaps it’s the attract of Social Media or the truth that a few the early bloggers was skilled.

For my part I might be very if my readers know different inventory targeted blogs which have been operating for a long time. Kindly put up into the feedback if you already know about inventory blogs that exist for 10 years or longer.

Once more, a large thanks to all readers, particularly those that give a contribution (and inspire me) by way of optimistic feedback however after all additionally to the entire silent readers.

The highest 10 posts in 2023 have been the next:

  1. Italmobiliare (ISIN IT0005253205) – Purchasing “Italy’s Greatest” for best 50 Cents at the Ecuro ?
  2. SFS Team AG (ISIN CH0239229302) – Tremendous uninteresting however attractive “Hidden Champion” from Switzerland
  3. Creditors Nook Collection Phase 1: Laurent-Perrier SA (ISIN FR0006864484)
  4. Logistec (ISIN CA5414114010) – An inexpensive marine terminal operator with an excellent monitor report – what isn’t to like ?
  5. My 23 Investments for 2023
  6. “Freedom Insulation” – Practice up and Basket Replace (Sto, Steico)
  7. Schaffner Team AG (ISIN CH0009062099) – Is that this “Meier & Tobler 2.0” ?
  8. Part yr 2023 Portfolio Assessment Phase 1/2
  9. Broedr. Hartmann (ISIN DK0010256197): A in point of fact Egg-citing Particular state of affairs ?
  10. Worth & Alternative 2022 Efficiency Assessment & 2023 Outlook

Running a blog highlights 2023:

Up to now, in 2023 I controlled to put up best 56 instances, which is once more lower than in 2022. As can also be noticed within the Most sensible 10 checklist, inventory write-ups and portfolio critiques appear to be the preferred posts.

The largest fulfillment has been the “All Norwegian Stocks sequence” which I virtually controlled to complete this yr. One way or the other Norway has been a inventory marketplace that doesn’t are compatible with what I’m on the lookout for which in itself is a fascinating result. I nonetheless want to make a choice a Nation for subsequent yr, however I have already got a favourite.

I additionally began a brand new sequence known as “Inventory assortment” the place I center of attention on shares that would possibly now not meet my formal go back necessities, however for one reason why or the opposite, are nonetheless attention-grabbing sufficient to justify a “small” place. Champagne specialist Laurent Perrier was once the primary section. The “assortment” will probably be an overly opportunistic sequence.


General, perspectives are at round 280 ok for this yr, which is once more under the extent of 2022. This quantity correlates 1:1 with the job, so no wonder right here that with fewer posts, the quantity is going down. I believe that my center of attention on difficult to understand and uninteresting small caps additionally limits the target market to a definite extent. Subscribers are nonetheless rising however slowly.


As discussed, I had began in 2021 to reactivate my outdated Twitter account. I believe it’s nonetheless helpful to me for thought discovery, however filtering the feed has change into slightly bulky and job has been considerably reducing, a minimum of from the accounts that I actively practice. I attempted Bluesky, however I’m suffering to search out it helpful. In spite of everything, a attempt to steer clear of in arguments on Social Media as that is most commonly a waste of time.

The yr forward

Going into yr 14, the most important objective is after all to take care of the frequency and whole a brand new “All inventory” sequence. Rather then that I don’t have any explicit targets.

Bonus Monitor:

With more and more conflicts on the planet and more and more blameless sufferers, this track got here to my thoughts:

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