Sunday, March 26, 2023

Worth & Alternative twelfth Anniversary


12 years

Yearly on December fifteenth, the weblog celebrates one other anniversary, as a result of on that day in December 2010, the blog went live for the first time. (Edit: and once more this could have gone out yesterday….).

As at all times there might be a separate efficiency portfolio assessment at first of January.  In human years, 12 continues to be early teenage years, in “Whisky years”, 12 years is already a good age. Nonetheless, in Running a blog time, 12 years fairly seems like being the Grandfather of inventory running a blog. Loads of the guy inventory bloggers from again then have vanished or moved to social media. Curiously there’s now a brand new wave of bloggers totally on Substack.

Once more, an enormous thanks to all readers, particularly those that contribute (and inspire) through constructive feedback however in fact additionally to all of the silent readers.

The highest 10 posts in 2021 have been the next:

  1. My 28 Stocks for 2022
  2. Special Situation EXMAR NV (BE0003808251) – “Time to Tango ?”
  3. Special Situation: 3U Holding – Sale of WeClapp Subsidiary with Net cash proceeds > market cap
  4. Naked Wines ($WINE) update – The Good, The Bad and the Ugly
  5. Performance review 6M 2022 – Comment “The Siren’s Song of Fallen Angels and (very) low P/E stocks”
  6. Panic Journal RUSSIA / UKRAINE Edition PART 2
  7. Nabaltec AG – Boring Old Economy Dinosaur or “Hidden Champion” Electrification beneficiary ?
  8. Panic Journal – Russia / Ukraine edition Part 1
  9. Royal Unibrew (ISIN DK0060634707) – A High Quality Beverage Compounder at a reasonable price ?
  10. PANIC JOURNAL – UKRAINE/RUSSIA EDITION PART 4: The new “Freedom Insulation” Basket

Running a blog highlights 2022:

To this point, in 2022 I managed to put up 85 instances, which is once more lower than in 2021. The largest achievement (and enjoyable) has been the “All Danish Shares sequence” which comprised 18 posts general. Plus, I managed to begin the brand new “All Norwegian Shares” sequence which can preserve me occupied for 2023. I take pleasure in this manner of analysis rather a lot, as a result of I can simply have a look at a number of corporations when I’ve solely a brief period of time accessible. For the deep dives, I want way more uninterrupted time which is usually tough to handle.

In 2022, my 2 Particular Scenario deep dives (Exmar, 3U)  have been actually standard, adopted by the revival of the “Panic Collection” because of the warfare in Ukraine. .

After ending the “Covid Panic Journals”, I needed to revive the format because of the warfare in Ukraine. As talked about, market commentary is neither my focus nor my power, however in these extra excessive circumstances I feel this helps to keep away from Stage 1 considering. For me  it was fortunate, that I already began in 2021 to look way more into the Vitality sector and matters like vitality transition. That matter clearly turned a serious focus in 2022 and can stay to be so for the approaching years.

Early within the yr, I checked out some “fallen Angel” tech shares like HomeToGoCarvana or Lemonade, however I fortunately determined that they weren’t enticing at that worth.


Total, views are at round 320 okay for this yr, which is once more under the extent of 2021. As talked about final time, the numbers of followers slowly and steadily will increase and the highest posts typically attain extra individuals than within the years again then. As talked about, it appears that evidently Google search directs much less and fewer individuals to older posts, however I can dwell with that


I had began in 2021 to reactivate my previous Twitter account. I’ve to say that Twitter is enjoyable, however it’s clearly way more a distraction than a helpful analysis software. Regardless of all what’s going on, I’ll keep on Twitter however perhaps I’ll attempt to restrict the time I spend (waste) there.

The yr forward

Going into yr 13, the largest objective is in fact to maintain up the frequency and hopefully ending the “All Norwegian shares” sequence. My largest want is that I can lastly finish the “Panic sequence”. Vitality will stay an enormous matter. Crypto more than likely not a lot,

Bonus Monitor:

This one is particularly for Elon Musk or another “wanna be narcistic Axxxxxx CEO/Supervisor”:

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