Author Topic: Since Covid Lockdown, has this site's posting improved, worsened or meh?  (Read 3496 times)

BG2008

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A few posters have really upped their game lately (shout out to thepupil and he collection of REITs with a free one-liner).

Quitting a stable job at the start of a global recession/depression does help one post a lot 😀

You all have me for 4 more weeks...then my days belong to my new employer!

Iím going out with a bang, so many worthless buildings to buy before then!

Thepupil,

Can you update us on what you are doing job wise?  I remember you mentioning it in a few of your posts.  I hope you'll be able to post as freely in 4 more weeks.  Would hate to lose your awesome high octane posts!!

Just want to add that Pupil's post along exhibits power law dynamics that makes this forum much more valuable since Covid. 


mjohn707

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One of my favorite posters, Kraven, has been MIA in forever. Loved reading his posts, they were educational and humorous
kraven, yeah that names sounds familiar, but it's tough to know if he ever really existed or was just a legend.  I've heard recently, and it's hard to know what is true, two contradictory rumors about his current whereabouts and activities, and I'll present both here for the sake of fairness and in pursuit of the absolute truth:

The first thing I heard was that he had taken an unpaid internship with a millennial hedge fund manager, and was working on transitioning his investment style to a high-growth ďcompounderĒ approach.  The person who relayed this to me is notoriously unreliable however, but perhaps it contains at least some kernel of truth to it.

The second possibility, and again perhaps this is just rumor or hearsay, is that he had holed up in some sort of river valley or perhaps gulch, that name of which I canít remember, with the last holdouts of the deep-value approach, and planned to return someday in some Arthurian way to reestablish that approach to investing forever.

In my own judgment, I find it difficult to judge between these two as they both seem equally probable, and of course you can never discount the additional possibility that Iíve been misinformed entirely
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merkhet

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In aggregate, this forum has gotten worse since around 2013 or so. I remember there were people talking about this back then and the response was that it would get better when markets tanked again because the old posters would come back -- that hasn't happened, but, as bizaro86 said, post-COVID, there have been some great posts by a few folks on here.

I agree some really good posters have reduced or eliminated their activity. However I was  reading some old threads from 2011-2014 (or so) and was expecting the dialogue to be at a higher level - but actually I found it very similar to recent years. I was surprised to be seeing personal attacks, political bickering, faulty logic (your returns sucked last year, your analysis must be wrong!), etc.

I think perhaps there is some nostalgia at play :D

That could be true! I recall thinking the signal to noise ratio was better back then, but I could be wrong!

TwoCitiesCapital

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I think it depends on the thread. I've basically stopped visiting Tesla and Coronovirus threads. The content is shit and they have just devolved into dick-measuring contests between posters who are getting personal in attacking one another.

Other threads seem about the same quality. No doubt that this forum has lost some HUGE contributors over time. Eric doesn't seem to post as much, though he's around from time to time. On the flipside, we've picked up new folks like Cherzeca who's had invaluable contributions to the Fannie/Freddie thread.

All in all, it seems roughly the same - maybe a slight decrease in quality in generally, but I just ignore those threads where reasoned discourse is unwelcome.

Jurgis

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Coronavirus thread is great and has tons of useful information.
"Human civilization? It might be a good idea." - Not Gandhi
"Before you can be rich, you must be poor." - Nef Anyo
"Money is an illusion" - Not Karl Marx
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cherzeca

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"I think it depends on the thread. I've basically stopped visiting Tesla and Coronovirus threads. The content is shit and they have just devolved into dick-measuring contests between posters who are getting personal in attacking one another."

yes, I have seen more of this and I have contributed to this unfortunately, while not intending to have my member(ship) measured though...

thepupil

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A few posters have really upped their game lately (shout out to thepupil and he collection of REITs with a free one-liner).

Quitting a stable job at the start of a global recession/depression does help one post a lot 😀

You all have me for 4 more weeks...then my days belong to my new employer!

Iím going out with a bang, so many worthless buildings to buy before then!

Thepupil,

Can you update us on what you are doing job wise?  I remember you mentioning it in a few of your posts.  I hope you'll be able to post as freely in 4 more weeks.  Would hate to lose your awesome high octane posts!!

Just want to add that Pupil's post along exhibits power law dynamics that makes this forum much more valuable since Covid.

thanks, I feel that I've provided excellent alpha shorts to the board. I disguise them as longs/starter positions.


Foreign Tuffett

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I think the core problem with this forum is that informed posts about investment ideas take significant time and effort to craft, while nonsense* takes minimal time and effort.

Because posting these types of things is very easy, they constitute the majority of the posts on this forum on any given day. As they are so numerous, they tend to crowd out out excellent posts by thoughtful investors like Heilko, writser, Johnny, BG2008, benhacker, merkhet, etc.



* Human linkbotting, trolling, posts stating or implying that the poster possesses knowledge or understanding that he doesn't actually have, emotivist outbursts ("I like this stock! Hurrah for this stock!"), responding to posts without reading them carefully, ad hominem attacks, etc.
Former Teldar Paper Vice President

Read the Footnotes

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I have to say I think the board has been excellent for the past day or two. There have been some very interesting discussions of businesses and invest-able ideas. Even some of the discussions in the Politics section have been respectful and illuminating.

I also appreciate Longhaul's contributions on the Psychology of Misjudgment. It's great to see someone going out of their way to create worthwhile content.

https://www.cornerofberkshireandfairfax.ca/forum/general-discussion/munger-and-psychology-of-misjudgement-cobf-class-idea/

https://www.cornerofberkshireandfairfax.ca/forum/general-discussion/psychology-of-misjudgment-cobf-class-2-likingloving-tendency/

Read the Footnotes

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I have noticed an increase in emotion and contentiousness, to which I have contributed and for which I apologize. 

...

 the economic effect of the corona shutdown when coupled with the advent of a potus election cycle make this a rather disconcerting time.  I have reacted by posting too much on matters that I know much too little about, when compared to the single topic that I believe I know a good deal about.  this may be called venting, which does not benefit the board.
Cherzeca, I wanted to complement you on this post. I think it is rare to see an apology and rare to see someone making an honest assessment of their behavior. Charlie Munger also says we should rub our own noses in it, try to be rational and try to stick to our circle of competence. You seem to be displaying in this post a lot of the emotional skills and practices necessary to be a rational actor and to become a better investor.

I think that a lot of people were grieving for the what they lost from SARS-NCoV-2 and some still are. Anger and denial frequently go along with grief. I mention this in case it helps us to show a little more patience and compassion either online or in the real world.