AGB 2023 - Mid Year Update
Optimizing for Sustainable Growth
Thank You to Everyone Who Has Read and Shared AGB
As we reach the 3 year anniversary of Analyzing Good Businesses, I just want to thank everyone that has read and shared the many write-ups over the years. I recognize that the size of the subscriber base and readership wouldn’t nearly be as large without the support of friends on FinTwit.
We recently passed the mark for 8.5k subscribers to AGB.
For Once, No Changes to the Substack
We’ll continue with the current format for the foreseeable future. So far with the schedule change that we made earlier this year, the workload is sustainable and enjoyable.
I know that from the Year End 2022 Recap, I did say that I would also be publishing a series of actionable stock ideas throughout the year. So far, that hasn’t happened and I apologize. Some of that is related to changes at my day job. That being said, I still plan to write these ideas if and when I find something compelling to write about. There is no schedule for these write-ups, but I’ll keep everyone posted.
Also, I appreciate everyone that’s submitted ideas for the suggestions thread.
Schedule for the Rest of 2023
As most of you know, we changed the posting schedule for AGB at the beginning of the year from every 3 weeks to every 5 weeks. With 5 write-ups remaining for 2023, we’ll end the year with a total of 64 in the archive.
As usual, I will be taking a week off for the holiday. The next issue will be published on July 17th at 1pm ET.
Happy 4th of July everyone!
Subscribe to AGB - One analysis of a good business every five weeks.