Weekly Kaizen – Jan 8th – What is your Edge?

What I learned in 2016

Setting resolutions is easy, keeping them is another story…Tim Ferriss held a podcast episode on setting resolutions and planning:

Stream Podcast
Blog Post: What I Learned in 2016


Sanjay Bakshi, professor and value investor most recent blog post (Fundoo Professor blog):

Charlie Munger on the Paradox in Hold vs. Buy Decisions in Long Term Investing

Daniel Goleman: “Focus: the Hidden Driver of Excellence”

From talks at Google: “In Focus, Psychologist and journalist Daniel Goleman, author of the #1 international bestseller Emotional Intelligence, offers a groundbreaking look at today’s scarcest resource and the secret to high performance and fulfillment: attention.” A must watch to understand the importance of being able to focus good on your work.

Gene genius Siddhartha Mukherjee on why ‘doctors shouldn’t be gods’

Brilliantly written interview from Jo Ellison, interviewing Siddhartha Mukherjee who won the Pulitzer Prize in 2011 for his book, The Emperor of All Maladies: A Biography of Cancer, discussing his recent and one of the best books of 2016 The Gene: An Intimate History:

Gene genius Siddhartha Mukherjee on why ‘doctors shouldn’t be gods’   The philosophical physician and Pulitzer Prize-winning author talks about life, death, and lamb chops.

The article is behind a paywall, if you register for a free account at FT you could read up to 3 articles free a month.

What is your Edge?

John Hurber portfolio manager at Saber Capital Management LCC frequently posts on his blog, BasehitInvesting, his post on looking for your edge goes into making use of your biggest edge as an individual investor; is it Information, your analytical skills or time (patience)?

What is your Edge?
Presentation supporting the article.
Video of the talk John gave on Three paths to finding value:

Hope you enjoyed the content shared.

Have a wonderful week!

English is not my native language nor am I a skilled writer; if you have suggestions on the writing style,grammar, content or anything else please feel free to leave your feedback.

Youtube Channels to Follow

YouTube is a great way to get lost in the thousands of cat videos…finish one and they play the next one and give you recommendations on related video’s…

It’s also a great website to stay up to date and subscribe to content creators on things you would like to know more off or that are simply fun to watch. I have been subscribed to some channels for years, and added more over the years (now and then I go trough the list and unsubscribe from channel I don’t watch).

The table is the list of YouTube channels I am subscribed to, there are many…out of those these are my top 5 channels:

The School of Life
Talks At Google
Historia Civilis
The Economist

Title Topic
Vice Documentaries
The Economic club of Washington, D.C. Economics
Big Think Education
Brian Johnson Education
CPG Grey Education
CrashCourse Education
Hoover Institution Education
Kurzgesagt Education
SciShow Education
SciShow Space Education
Ted -Ed Education
The Harriman Institute Education
Tim Ferriss Education
Uni Common Knowledge Education
CaseyNeistat Entertainment
History Buffs Entertainment
LastWeekTonight Entertainment
Primitive Technology Entertainment
Rémi Gaillard Entertainment
vlogbrothers Entertainment
Historia Civilis History
The Great War History
Aswath Damodaran Investing
Monish Pabrai Investing
Oaktree Capital Investing
Preston Psych Investing
Real Vision Television Investing
The Manual of Ideas Investing
WealthTrack Investing
GreenWood Investors Investing
Philip DeFranco News
The Economist News
The New York Times News
The New York Times Conferences News
Vox News
Financial Times News
TheGatesNotes Philanthropy
Wireless Philosophy Philosophy
The School of Life Philosophy
AsapScience Science
minutephysics Science
N N Taleb’s Probability Moocs Science
Numberphile Science
SmarterEveryDay Science
Veritasium Science
Y Combinator Start -ups
Talks at Google Education
Dave Lee Technology
Marques Brownlee Technology
Recode Technology
SpaceX Technology




































Handy Investing Websites

Looking for a website where you can easily filter 13F forms or for a new stock screener? These are some websites that can come in handy:

Name Topic
13F Filings News – MoneyBeat – WSJ 13F
AppAnnie Market Analysis
Contexxia Sec Fillings Screener
Holdingschannel 13F
IAPD – Investment Adviser Public Disclosure Regulator
Insider Buying Stock Screen (old school value) Stock Screener
Morningstar – Bonds Bonds
Portfolio holdings of Super Investors – DATAROMA
Portfolio Slicer – Investment Tracking In Excel Excel Addon
Stock Screener – Overview Stock Screener
The Benjamin Graham Stock Screener Stock Screener
Whalewisdom 13F