Author Topic: Since Covid Lockdown, has this site's posting improved, worsened or meh?  (Read 3605 times)

starmitt

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I appreciate that the members are discussing this, and thinking about how discourse could be improved. Here is what I have noticed recently that I would like people to consider.

When posters engage in discussions on investing, there is predominantly at least the appearance of an effort to apply critical thought. When posters engage in discussions on politics, there is predominantly the appearance of regurgitating common beliefs. Very shallow. Even at least one thread I saw which revealed a lack of basic knowledge of civic functions/laws/powers.

Now it is easy enough for me to simply not click any thread that is non-financial, but here is the issue. People who think sloppily on one topic tend to think sloppily in general, and those who think rigorously tend to do so as a matter of course. So those that think sloppily are diluting investment threads, and those that think rigorously are diluting the poo-throwing political threads. And of course, you who are reading this know you are a rigorous thinker.  ;D

I think in a recent thread Sanjeev wrote that in the next iteration of this board, politics will be eliminated. I look forward to this. Even for the non-rigorous thinking posters, I suspect there will be a tendency to try to match the level of discourse.


Read the Footnotes

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I appreciate that the members are discussing this, and thinking about how discourse could be improved. Here is what I have noticed recently that I would like people to consider.

When posters engage in discussions on investing, there is predominantly at least the appearance of an effort to apply critical thought. When posters engage in discussions on politics, there is predominantly the appearance of regurgitating common beliefs. Very shallow. Even at least one thread I saw which revealed a lack of basic knowledge of civic functions/laws/powers.

Now it is easy enough for me to simply not click any thread that is non-financial, but here is the issue. People who think sloppily on one topic tend to think sloppily in general, and those who think rigorously tend to do so as a matter of course. So those that think sloppily are diluting investment threads, and those that think rigorously are diluting the poo-throwing political threads. And of course, you who are reading this know you are a rigorous thinker.  ;D

I think in a recent thread Sanjeev wrote that in the next iteration of this board, politics will be eliminated. I look forward to this. Even for the non-rigorous thinking posters, I suspect there will be a tendency to try to match the level of discourse.
I think the level of discourse including in the Politics board has been much higher for the past three days and that the sloppy thinking is actually much better.

I am also happy to see that the Political discussion has moved back in to the Politics section.

I think you are right that lazy thinking in one area can lead to lazy thinking in another area. I actually think it's worse than that though, I think what we have seen is a good bit of emotional garbage without even the attempt of creating posts that are of any use to anyone else. That sort of behavior can really drive out the good contributors whereas a thoughtful and respectful discussion actually draws people in to the discussion.

I think the past couple of days we have since a realization of what I was saying when several times I have posted that it's not about what CoB&F is, but what it could be.

We owe thanks to Sanjeev for the relatively unrecognized job of keeping the standards as high as they are.

clutch

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When discussing investments, people are often willing to hear other opposing thoughts that challenge them. It's part of the due diligence process.

When discussing politics, that is rarely the case. They (and myself included) are simply reinforcing their beliefs.

Read the Footnotes

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When discussing investments, people are often willing to hear other opposing thoughts that challenge them. It's part of the due diligence process.

When discussing politics, that is rarely the case. They (and myself included) are simply reinforcing their beliefs.
Before it was known as "Economics" the field was known as "Political Economy"

https://en.wikipedia.org/wiki/Political_economy

In fact, it was likely known as Political Economy for longer than it was known as Economics.

I would accept that a discussion of economics is likely a waste of time, especially a discussion of Macro Economics. On the other hand, if you think discussing economics is of value, then you should recognize that the two can be very difficult to separate. Plus there is the rare occasion upon which you can make a dollar based on a political insight.

Hopefully we can all try to do more than reinforce our own beliefs, or as Munger puts it . . . pound in our own stupidity.
« Last Edit: June 01, 2020, 01:22:54 PM by Read the Footnotes »

decko

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I still find it relevant... I have to admit  our site was proactive in discussing the dangers of covid months in advance to the major decline.. I am fairly new to the site and I get plenty of responses to my questions and intelligent thought.  Hopefully i can add value from time to time.   Thank you

CorpRaider

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Re: Since Covid Lockdown, has this site's posting improved, worsened or meh?
« Reply #25 on: September 12, 2020, 08:26:19 AM »
One of my favorite posters, Kraven, has been MIA in forever. Loved reading his posts, they were educational and humorous

Anyone know how Kraven is doing? I was just thinking about him earlier today.  I was re-reading some quant stuff which led me to some antitrust legal canon concerning how Porter's Five Forces is basically bunk.  I had a similar personal realization with M. Gladwell's stuff.  I think my journey toward quant-esque investing has been probably kind of similar to his.

Gregmal

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Re: Since Covid Lockdown, has this site's posting improved, worsened or meh?
« Reply #26 on: September 12, 2020, 09:41:06 AM »
One of my favorite posters, Kraven, has been MIA in forever. Loved reading his posts, they were educational and humorous

Anyone know how Kraven is doing? I was just thinking about him earlier today.  I was re-reading some quant stuff which led me to some antitrust legal canon concerning how Porter's Five Forces is basically bunk.  I had a similar personal realization with M. Gladwell's stuff.  I think my journey toward quant-esque investing has been probably kind of similar to his.

I dont think I was here while he was an active poster, but we exchanged messages a little bit ago. He can chime in if he's still following but the gist was similar to what a lot of us have acknowledged the past few years. There is not a ton of unique investment related discussion here, and the investment related discussion that does take place, is often in the same trite names and largely an echo chamber...BRK, FFH, etc.

John Hjorth

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Re: Since Covid Lockdown, has this site's posting improved, worsened or meh?
« Reply #27 on: September 12, 2020, 11:47:57 AM »
One of my favorite posters, Kraven, has been MIA in forever. Loved reading his posts, they were educational and humorous

Anyone know how Kraven is doing? I was just thinking about him earlier today.  I was re-reading some quant stuff which led me to some antitrust legal canon concerning how Porter's Five Forces is basically bunk.  I had a similar personal realization with M. Gladwell's stuff.  I think my journey toward quant-esque investing has been probably kind of similar to his.

I dont think I was here while he was an active poster, but we exchanged messages a little bit ago. He can chime in if he's still following but the gist was similar to what a lot of us have acknowledged the past few years. There is not a ton of unique investment related discussion here, and the investment related discussion that does take place, is often in the same trite names and largely an echo chamber...BRK, FFH, etc.

The mere concept of anchoring to the past.
”In the race of excellence … there is no finish line.”
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CorpRaider

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Re: Since Covid Lockdown, has this site's posting improved, worsened or meh?
« Reply #28 on: September 12, 2020, 05:25:43 PM »
One of my favorite posters, Kraven, has been MIA in forever. Loved reading his posts, they were educational and humorous

Anyone know how Kraven is doing? I was just thinking about him earlier today.  I was re-reading some quant stuff which led me to some antitrust legal canon concerning how Porter's Five Forces is basically bunk.  I had a similar personal realization with M. Gladwell's stuff.  I think my journey toward quant-esque investing has been probably kind of similar to his.

I dont think I was here while he was an active poster, but we exchanged messages a little bit ago. He can chime in if he's still following but the gist was similar to what a lot of us have acknowledged the past few years. There is not a ton of unique investment related discussion here, and the investment related discussion that does take place, is often in the same trite names and largely an echo chamber...BRK, FFH, etc.

Yeah, he was more evidence-based quant-esque in style (in the tradition of like Graham and Schloss) unless memory escapes me so it's not like there was ever a ton of discrete exchanges of narrative on particular names (that I recall).  Probably going to take a real bloodbath for the galaxy names and some mean reversion to bring back a lot of interesting nuance/opportunity. 
« Last Edit: September 12, 2020, 05:28:49 PM by CorpRaider »