AGB 2023 - End of Year
A Few More Tweaks
Recap to the Year
Another year goes by and not much has changed. Analyzing Good Businesses is 3.5 years old now and we’ve almost hit 10k free subscribers. Thanks to all those that have read and shared AGB throughout the year across various platforms. And a special thanks to all the publications that have recommended AGB on Substack.
We published ten write-ups throughout the year, each progressively gaining in readership. I like where AGB is now but there will be a few tweaks in the upcoming year.
Happy new year everyone!
Changes for 2024
By this time last year, I thought we would pivot the Substack to publish more stock ideas vs. company write-ups. That’s still the plan for next year.
Publications for standard AGB write-ups will go from every 5 weeks, to a more fluid schedule. They will still be published on Mondays, but the timing of the publications will vary depending on my work schedule. The goal is to publish 5 to 10 of these write-ups for next year. The first issue will be out sometime in January, most likely the 3rd or 4th week.
As for the stock ideas, I plan to formulate a new structure for these types of write-ups and post them as opportunities present themselves throughout the year. Any feedback on these posts will be most appreciated.
Favorite Issues from 2023
Vulcan Materials (VMC) - Benefiting from Infrastructure Tailwinds
United Rentals (URI) - Consolidating a Cyclical Market
Brown & Brown (BRO) - Consolidator of Middle Market Insurance Brokers
Ametek (AME) - Organic + Acquisitions Growth
Amphenol Corp (APH) - Benefiting from Electrification of Everything