Comments on: The Future of Abnormal Returns? http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/ Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas. Thu, 10 Feb 2011 04:28:00 +0000 hourly 1 http://wordpress.org/?v=3.2 By: Tariq http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-479 Tariq Sat, 28 Jun 2008 15:05:46 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-479 George, that's exactly what I was thinking of, I think it could be pretty useful to members at VIN. Maximo, I think you're right about the relationship between MSM and bloggers and how that can often add vast amounts of influence that can meet or even surpass the influence brought on by traffic. George, that’s exactly what I was thinking of, I think it could be pretty useful to members at VIN.

Maximo, I think you’re right about the relationship between MSM and bloggers and how that can often add vast amounts of influence that can meet or even surpass the influence brought on by traffic.

]]> By: Tariq http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-5669 Tariq Sat, 28 Jun 2008 15:05:00 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-5669 George, that's exactly what I was thinking of, I think it could be pretty useful to members at VIN. Maximo, I think you're right about the relationship between MSM and bloggers and how that can often add vast amounts of influence that can meet or even surpass the influence brought on by traffic. George, that’s exactly what I was thinking of, I think it could be pretty useful to members at VIN.

Maximo, I think you’re right about the relationship between MSM and bloggers and how that can often add vast amounts of influence that can meet or even surpass the influence brought on by traffic.

]]> By: George @ Fat Pitch Financials http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-478 George @ Fat Pitch Financials Sat, 28 Jun 2008 14:54:53 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-478 Tariq, thanks for the great suggestion to add a rising stories page. I just created the <a href="http://www.valueinvestingnews.com/storylink/rising" rel="nofollow">Rising Stories at Value Investing News</a> page. Is this what you had in mind? Tariq, thanks for the great suggestion to add a rising stories page. I just created the Rising Stories at Value Investing News page. Is this what you had in mind?

]]> By: George @ Fat Pitch Financials http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-5668 George @ Fat Pitch Financials Sat, 28 Jun 2008 14:54:00 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-5668 Tariq, thanks for the great suggestion to add a rising stories page. I just created the <a href="http://www.valueinvestingnews.com/storylink/rising" rel="nofollow">Rising Stories at Value Investing News</a> page. Is this what you had in mind? Tariq, thanks for the great suggestion to add a rising stories page. I just created the Rising Stories at Value Investing News page. Is this what you had in mind?

]]> By: Weekend Reading at Value Investing News - Rising Edition - Fat Pitch Financials http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-477 Weekend Reading at Value Investing News - Rising Edition - Fat Pitch Financials Sat, 28 Jun 2008 14:52:48 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-477 [...] just added a new feature to Value Investing News based on a suggestion by Tariq Ali at Street Capitalist. He suggested I add a “rising” stories listing in addition to the new stories [...] [...] just added a new feature to Value Investing News based on a suggestion by Tariq Ali at Street Capitalist. He suggested I add a “rising” stories listing in addition to the new stories [...]

]]> By: maximo http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-473 maximo Fri, 27 Jun 2008 15:45:26 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-473 Excellent post Tariq! Another issue to consider is the value of a bloggers community and why they trust a particular blog. I also think there needs to be a division between blog aggregators and single blogs. For the financial blogosphere it might not be an issue of traffic numbers, but rather about influence and how much comment flow and financial blogger generates. A guy like Paul Kedrosky is useless to me as an investor yet the guy ranks high on blog rankings because of who he knows in the mainstream media. At least guys like Barry Ritholtz have the traffic to justify a top five ranking. But that's not the best way to rank a financial blog. You can literally measure influence via mapping tools for comments and links. Excellent post Tariq!

Another issue to consider is the value of a bloggers community and why they trust a particular blog. I also think there needs to be a division between blog aggregators and single blogs. For the financial blogosphere it might not be an issue of traffic numbers, but rather about influence and how much comment flow and financial blogger generates. A guy like Paul Kedrosky is useless to me as an investor yet the guy ranks high on blog rankings because of who he knows in the mainstream media. At least guys like Barry Ritholtz have the traffic to justify a top five ranking. But that’s not the best way to rank a financial blog. You can literally measure influence via mapping tools for comments and links.

]]> By: maximo http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-5667 maximo Fri, 27 Jun 2008 15:45:00 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-5667 Excellent post Tariq! Another issue to consider is the value of a bloggers community and why they trust a particular blog. I also think there needs to be a division between blog aggregators and single blogs. For the financial blogosphere it might not be an issue of traffic numbers, but rather about influence and how much comment flow and financial blogger generates. A guy like Paul Kedrosky is useless to me as an investor yet the guy ranks high on blog rankings because of who he knows in the mainstream media. At least guys like Barry Ritholtz have the traffic to justify a top five ranking. But that's not the best way to rank a financial blog. You can literally measure influence via mapping tools for comments and links. Excellent post Tariq!

Another issue to consider is the value of a bloggers community and why they trust a particular blog. I also think there needs to be a division between blog aggregators and single blogs. For the financial blogosphere it might not be an issue of traffic numbers, but rather about influence and how much comment flow and financial blogger generates. A guy like Paul Kedrosky is useless to me as an investor yet the guy ranks high on blog rankings because of who he knows in the mainstream media. At least guys like Barry Ritholtz have the traffic to justify a top five ranking. But that’s not the best way to rank a financial blog. You can literally measure influence via mapping tools for comments and links.

]]> By: Tariq http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-472 Tariq Fri, 27 Jun 2008 14:20:25 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-472 George, I think VIN is coming along great. VIN and America face a common issue - getting people to vote. I think I remember seeing the number of feed subscribers to VIN on the site (I think) and it was vastly disproportionate to the amount of people who actual vote (which seems to be made up of a core group of ~10ish people). I think you do the right thing though by having those monthly contests, it creates incentives people to vote. One other thing I was thinking about for VIN is if it somehow it differentiated between new stories and rising stories. I know Reddit utilizes that on their "what's new" page. That could actually counteract the issue with spammers managing to break in and post "news" George, I think VIN is coming along great. VIN and America face a common issue – getting people to vote.

I think I remember seeing the number of feed subscribers to VIN on the site (I think) and it was vastly disproportionate to the amount of people who actual vote (which seems to be made up of a core group of ~10ish people). I think you do the right thing though by having those monthly contests, it creates incentives people to vote.

One other thing I was thinking about for VIN is if it somehow it differentiated between new stories and rising stories. I know Reddit utilizes that on their “what’s new” page. That could actually counteract the issue with spammers managing to break in and post “news”

]]> By: Tariq http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-5666 Tariq Fri, 27 Jun 2008 14:20:00 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-5666 George, I think VIN is coming along great. VIN and America face a common issue - getting people to vote. I think I remember seeing the number of feed subscribers to VIN on the site (I think) and it was vastly disproportionate to the amount of people who actual vote (which seems to be made up of a core group of ~10ish people). I think you do the right thing though by having those monthly contests, it creates incentives people to vote. One other thing I was thinking about for VIN is if it somehow it differentiated between new stories and rising stories. I know Reddit utilizes that on their "what's new" page. That could actually counteract the issue with spammers managing to break in and post "news" George, I think VIN is coming along great. VIN and America face a common issue – getting people to vote.

I think I remember seeing the number of feed subscribers to VIN on the site (I think) and it was vastly disproportionate to the amount of people who actual vote (which seems to be made up of a core group of ~10ish people). I think you do the right thing though by having those monthly contests, it creates incentives people to vote.

One other thing I was thinking about for VIN is if it somehow it differentiated between new stories and rising stories. I know Reddit utilizes that on their “what’s new” page. That could actually counteract the issue with spammers managing to break in and post “news”

]]> By: George http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/comment-page-1/#comment-471 George Fri, 27 Jun 2008 13:46:40 +0000 http://streetcapitalist.com/2008/06/26/the-future-of-abnormal-returns/#comment-471 Nice post! Thanks for sharing your thoughts on the state of the investment blogosphere. Since I run an investment blog and a "gatekeeper" site, <a href="http://www.valueinvestingnews.com" rel="nofollow">Value Investing News</a>, I too think about the future of the investment blogosphere. My take on it is that in the future we will see a move in growth from news reporting sites (newspaper style sites), to conversational sites (blogs, forums, etc.) to application oriented sites (social media, information filtering, analysis applications). I think right now growth in online investment sites is fastest in the conversational sites, but is moving rapidly into the application oriented sites as online readers become more sophisticated. We are facing information overload every day and the desire is find ways to manage that information and focus on the most important items. It started with RSS feeds, feed readers, bookmarking sites, and is now moving to rating sites, online software (ie Google docs), APIs, social networks and beyond. You wrote, "Some sites are trying to become the Digg for financial news, but the problem with this model is that it thrives on mob mentality." That too has been a concern of mine. The majority (i.e. herd) can drown out the informed minority. I think the way to overcome this shortcoming is to create communities of like minded individuals, like value investors. I hope I'm successful at avoiding the mob mentality at Value Investing News and can harness the positive network effects of the "collective intelligence." What are your impressions on how Value Investing News is progressing? Nice post! Thanks for sharing your thoughts on the state of the investment blogosphere. Since I run an investment blog and a “gatekeeper” site, Value Investing News, I too think about the future of the investment blogosphere. My take on it is that in the future we will see a move in growth from news reporting sites (newspaper style sites), to conversational sites (blogs, forums, etc.) to application oriented sites (social media, information filtering, analysis applications). I think right now growth in online investment sites is fastest in the conversational sites, but is moving rapidly into the application oriented sites as online readers become more sophisticated. We are facing information overload every day and the desire is find ways to manage that information and focus on the most important items. It started with RSS feeds, feed readers, bookmarking sites, and is now moving to rating sites, online software (ie Google docs), APIs, social networks and beyond.

You wrote, “Some sites are trying to become the Digg for financial news, but the problem with this model is that it thrives on mob mentality.” That too has been a concern of mine. The majority (i.e. herd) can drown out the informed minority. I think the way to overcome this shortcoming is to create communities of like minded individuals, like value investors. I hope I’m successful at avoiding the mob mentality at Value Investing News and can harness the positive network effects of the “collective intelligence.” What are your impressions on how Value Investing News is progressing?

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