SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (52617)10/28/2013 12:42:55 PM
From: Jurgis Bekepuris  Respond to of 78774
 
Siliconinvestor's slow slide into obsolescence
Why do you think this is the case? I don't see any new negatives really (not counting the coming ads at Nov 1, but that's more of a business issue, not obsolescence issue).

seekingalpha (lot's of poorly written Articles but also some good commentators),
Seekingalpha is crap IMHO. Way too much noise to signal. I just don't have time to wade through the stuff.

Gurufocus
Is there a discussion forum on Gurufocus?

Honestly, I look at various places and SI Value Investing + Buffettology (dead) + Magic Formula (mostly dead) + Dale's thread (I've fallen behind on it ;)) are still the best concentrated value idea places. Sure, Brooklyn Investor blog is great too, but he covers only few companies. Other than that, I haven't found much worth following.

I guess part of it is knowing the people. If you or Paul Senior or Shane or Dale post, I know (more or less) who you are and where you are coming from. If I go to some new-value-investing-forum, there's a steep curve of learning new people. It would probably work out in couple months if I had time, but I don't.

Also, I personally don't like company-centered message boards like SeekingAlpha or cornerofberkshireandfairfax.ca (mostly?). As I said above, I'd rather be dealing with consistent group of people who throw out different ideas/companies, than dealing with a single company board where tons of random people post their impressions or analysis. Mostly, I am looking for lots of ideas in a single place and not a 10-page back and forth of how corn ethanol pricing will impact CF (as an example). That's why I don't follow most of AAPL/GOOG/MSFT boards unless they have very little traffic.

Anyway, you are right about one thing: if the community leaves, there won't be any benefit to hang out at SI.

I'm staying. At least while you guys are around. :)



To: Spekulatius who wrote (52617)1/5/2014 5:33:59 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78774
 
With increasingly crazed SI administration, do we want to move somewhere or at least plan a "nuclear shelter" option? Spek, you are already spending much time on cornerofberkshireandfairfax and other boards. Any suggestions where to move if we want to move wholesale?