2023 Wrap up; Happy 2024
Thanks to you all for your readership and engagement
On the 2nd day of this year, I started this blog as a way to share my own thinking about Coffee Can Style of Investing, in the hope that it will force me to sharpen my own understanding of my portfolio (nothing better teaches you than when you need to teach it to others), while also benefiting some readers.
I have been writing regularly enough to cover about 55 posts, 52 of which contained some original writing. Along the way dozens of readers have read each post, while 100s and even 1000+ have read some posts. I did not expect this much amount of readership and engagement with this blog. For the time you put into reading what I write, I wish to thank you.
I am right now away on a vacation with the family, so today will contain no original content (put it down as one of the 3 for this year 😆). I want to bring attention to some of the most read content from this year.
Top 5 posts (in descending order of readership):
Somewhere along the way I organised my writing into themes/topics. You can find them here:
Philosophy: Read about the philosophy of Coffee Can Investing / Buy & Never Sell mode of investing - why I believe it will provide superior returns etc.
Portfolio: I write about my portfolio from time to time, and explain why I hold a category of investments. These are generic in nature and will be separate from when I write about individual businesses (see Analysis below).
Analysis: I like to write at some level of depth about the companies in my portfolio. Find them under this tag.
Valuation: I write about how I think about the valuation of my portfolio using different metrics from time to time. This tag should provide you will all those articles.
Performance: Finally, I write candidly about how my portfolio is performing. These are infrequent posts, but hopefully useful to readers who are tracking performance. Find them here.
You can find these links and the topics from the “Posts by Topic” page at the top level navigation. Some of the themes might be worth revisiting.
The last 2 years have been interesting years for investors, and I will be writing a detailed post on the performance, and learnings, from investing this year. However, like all years, investing is a game best played with a long term mindset. For investors in that category, this was a year where some of the nerves collected in 2022 would have soothed, as markets are largely back to where they were at the end of 2021 if not ahead. That should give us the confidence to look at investing as an opportunity at long term wealth creation.
In the meanwhile I look forward to writing more and hopefully continue to earn your attention in the coming year. With that, I am going to wrap up for the year. I hope everyone has had a good holiday break. Wishing you all a very Happy and Prosperous New Year 2024.
