" I am becoming more and more pessimistic, especially given our...

" I am becoming more and more pessimistic, especially given our previously biggest cheerleader has disappeared from the forum."

Max,in all likelihood, no one has disappeared. They are simply not posting. What is there really to post about. Can't say much about gloom or disappointing announcements. Try waiting until the next top 20 comes out and maybe there could be a clue. If you can't wait, ring the Co and ask for the latest top 20. But I wouldn't do it just yet. In any case if the holdings have gone down, how can you blame him/her/ the Co/ the fund, et al. People have stops, which is why I don't call myself a people.