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Cheers to Three Years
Going from nothing to something
Welcome back to the Wolf of Harcourt Street Newsletter.
It’s hard to believe that on the 7th November of this year, this newsletter will be three years old, and what a journey it has been!
From the humble beginnings of Ireland, we have grown into a global community with subscribers from 98 countries and counting.
The origins of this newsletter can be traced back to the creation of the Twitter account, @wolfofharcourt. It all began as an effort to connect and engage with fellow stock market enthusiasts. The attitude towards investing in Ireland is very different to that of the United States and very few in my social circle had an interest in the stock market at that time.
Following a few months on Twitter, during which my follower count reached a couple of hundred, I made the decision to start a newsletter on Substack. This choice was driven by the desire to share more extensive and in-depth ideas, given Twitter's character limit of 280 at the time.
Fast forward three years and thousands of you read the newsletter each week.
While the newsletter audience continues to scale, it is immensely satisfying to know that 18% of the readers come from my home country. In Ireland, the prevailing sentiment towards stock investing often leans towards considering it a form of gambling, while property is typically perceived as the safest investment. From the very beginning, my goal has been to challenge this perception and offer a relatable voice to counter this belief.
While the fear of losing money is still the biggest barrier to investing for most people, the fear of inflation should be even greater. From the outset, my aim has been to debunk this myth. Equipping readers with the tools and resources to become self-reliant investors by sharing personal insights and opinions will consistently remain one of the primary objectives of this newsletter.
Quality over Quantity
2023 has proven to be the biggest year yet in terms of newsletter growth, with a 65% increase in subscribers since the beginning of the year. A key contributor to this growth has been a focus on content quality. Spending months, as opposed to weeks, on researching deep-dive subjects has resulted in more comprehensive and detailed material. In contrast to previous years, where the goal was to produce one deep-dive each month, 2023 has seen the publication of four such reports in nine months. This is soon to become five, make sure you are subscribed to receive the Evolution deep dive next week.
The key lesson learned is the value of thoughtful and deliberate content. Rushing to meet self-imposed deadlines has been replaced by a commitment to delivering well-measured and thoroughly considered updates. This shift ensures that subscribers can expect content that is both insightful and well thought out.
The most popular posts in 2023 have been:
Adyen N.V Investment Thesis - 9.5k views
Datadog, Inc. Investment Thesis - 5.0k views
MercadoLibre, Inc. Investment Thesis - 4.4k views
As the newsletter continues to evolve and I strive to provide you with the most valuable insights and information on the stock market, I recognize the importance of your feedback. Your opinions and preferences matter greatly to me, and that's why I’m excited to invite you to participate in a Subscriber Survey.
Your input will help me to understand your preferences, interests, and areas where you'd like improvement. Whether you're a seasoned investor or just getting started, your perspective is invaluable. Your responses will be kept strictly confidential, and the survey will take only a few minutes of your time.
In exchange for some of your valuable time to complete the survey, I will continue to provide you with valuable insights. In fact, the data gathered from the survey should mean that you will be provided with more of the content you want to read. Sounds like a fair deal to me.
Thank you for being a part of the global community and for your support over the years. I look forward to hearing your thoughts and opinions through the survey.
If you'd like to support the work of an independent analyst, you can buy me a coffee. The proceeds will contribute to covering the annual running costs of the newsletter.
Join the community of informed investors – subscribe now to receive the latest content straight to your inbox each week and never miss out on valuable investment insights.
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Wolf of Harcourt Street