No. of Recommendations: 1
I'm more interested in other / new ideas than Berkshire nowadays, (I still own a significant allocation and will add at attractive valuations but am trying to diversify to a greater extent. I like this Board for the traffic and a few posters like Jim to bounce ideas off and new content.
On COBF;
They have an "other investment discussion group" but want a $50 subscription for this, is the discussion board active and are there detailed discussions with back and forth?
I also like articles on Seeking Alpha with the discussion section below, some of the analysis is excellent and adds to general reading and thinking in the bath! (Warren is right)
Value Investors Club (thanks Mohnish) Is excellent with very detailed write ups plus a comments section.
I follow a few YouTubers who do some detailed analysis and you can converse with them in the comments section below. They often only have a few thousand subscribers but the content is excellent. (Tellingly, crypto channels have hundreds of thousand) I like being niche!
No. of Recommendations: 9
I like the corner of Berkshire and Fairfax board. I didn't know it cost $50. I think they probably gave it to the older members for free or something. There is uniquely good coverage of Fairfax Financial and Fairfax India over there. Nothing special on Berkshire, but there isn't much about Berkshire these days that isn't well covered in multiple places. There are some very good investors on the forum that post regularly and are very generous with their opinions, ideas, etc. Most of the members on that message board seem to constantly be "trimming," "adding," "starter position in xyz," etc etc - owning what sounds like 50+ to hundreds of tiny positions that are constantly being adjusted in minuscule amounts. This is almost guaranteed to underperform massively, even before the transaction costs and tax drag is factored in. Certainly there is no needle-moving conviction in any of the securities.
Like many forums, there is a ton of "group think" on COBF, where certain stocks seem to be owned by everyone on the forum at a given time. Sometimes these investments work out very well, sometimes not.
Like dealraker mentioned at some point here, there isn't really a dominant poster or two (which is probably a good thing) - there are several very regular contributors and many many less frequent contributors and always some youngsters that come around looking for ideas or help or whatever. The forum is very cordial, civil, collegial.. Not overly woke or touchy. A good sense of humor.
One good feature of the COBF forum is that you can post files, images without links, etc.. - which I don't think you can do on this forum unless you have a link.
