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

CHARLIE MUNGER ON THE PARADOX IN HOLD VS. BUY DECISIONS IN LONG TERM INVESTING

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:

Kurzgesagt
The School of Life
Talks At Google
Historia Civilis
The Economist


Title Topic Direct Link
Vice Documentaries https://www.youtube.com/channel/UCn8zNIfYAQNdrFRrr8oibKw
The Economic club of Washington, D.C. Economics https://www.youtube.com/channel/UCMxg9TQdOZSu21CHffziZlw
Big Think Education https://www.youtube.com/channel/UCvQECJukTDE2i6aCoMnS-Vg
Brian Johnson Education https://www.youtube.com/channel/UCRhEwzsFYLGcMa4m2AbTAoA
CPG Grey Education https://www.youtube.com/channel/UC2C_jShtL725hvbm1arSV9w
CrashCourse Education https://www.youtube.com/channel/UCX6b17PVsYBQ0ip5gyeme-Q
Hoover Institution Education https://www.youtube.com/channel/UCzWwWbbKHg4aodl0S35R6XA
Kurzgesagt Education https://www.youtube.com/channel/UCsXVk37bltHxD1rDPwtNM8Q
SciShow Education https://www.youtube.com/channel/UCZYTClx2T1of7BRZ86-8fow
SciShow Space Education https://www.youtube.com/channel/UCrMePiHCWG4Vwqv3t7W9EFg
Ted -Ed Education https://www.youtube.com/channel/UCsooa4yRKGN_zEE8iknghZA
The Harriman Institute Education https://www.youtube.com/channel/UCKWSMiS-sC7lOxKIoMx0PIA
Tim Ferriss Education https://www.youtube.com/channel/UCznv7Vf9nBdJYvBagFdAHWw
Uni Common Knowledge Education https://www.youtube.com/channel/UCUOT10GnuW39NJPgt3xWwAw
CaseyNeistat Entertainment https://www.youtube.com/channel/UCtinbF-Q-fVthA0qrFQTgXQ
History Buffs Entertainment https://www.youtube.com/channel/UCggHoXaj8BQHIiPmOxezeWA
LastWeekTonight Entertainment https://www.youtube.com/channel/UC3XTzVzaHQEd30rQbuvCtTQ
Primitive Technology Entertainment https://www.youtube.com/channel/UCAL3JXZSzSm8AlZyD3nQdBA
Rémi Gaillard Entertainment https://www.youtube.com/channel/UCmPSwsooZq8an7xOLQQhAdw
vlogbrothers Entertainment https://www.youtube.com/channel/UCGaVdbSav8xWuFWTadK6loA
Historia Civilis History https://www.youtube.com/channel/UCv_vLHiWVBh_FR9vbeuiY-A
The Great War History https://www.youtube.com/channel/UCUcyEsEjhPEDf69RRVhRh4A
Aswath Damodaran Investing https://www.youtube.com/channel/UCLvnJL8htRR1T9cbSccaoVw
Monish Pabrai Investing https://www.youtube.com/channel/UCw-OcYmKtk7ut-Ay7hIBaWg
Oaktree Capital Investing https://www.youtube.com/channel/UCfzbRPUn_YvJCl6npbZKXJA
Preston Psych Investing https://www.youtube.com/channel/UCLTdCY-fNXc1GqzIuflK-OQ
Real Vision Television Investing https://www.youtube.com/channel/UCBH5VZE_Y4F3CMcPIzPEB5A
The Manual of Ideas Investing https://www.youtube.com/channel/UCafKjLe1fkRF1lhkhtkgGoA
WealthTrack Investing https://www.youtube.com/channel/UCW9B1PJwennxYi5Fk_94Lew
GreenWood Investors Investing https://www.youtube.com/channel/UCf8rq60pesC7qeC1ziv0KQQ
Philip DeFranco News https://www.youtube.com/channel/UClFSU9_bUb4Rc6OYfTt5SPw
The Economist News https://www.youtube.com/channel/UC0p5jTq6Xx_DosDFxVXnWaQ
The New York Times News https://www.youtube.com/channel/UCqnbDFdCpuN8CMEg0VuEBqA
The New York Times Conferences News https://www.youtube.com/channel/UCLxfvd3Rpt5cumh7DE7qbVQ
Vox News https://www.youtube.com/channel/UCLXo7UDZvByw2ixzpQCufnA
Financial Times News https://www.youtube.com/channel/UCoUxsWakJucWg46KW5RsvPw
TheGatesNotes Philanthropy https://www.youtube.com/channel/UCnEiGCE13SUI7ZvojTAVBKw
Wireless Philosophy Philosophy https://www.youtube.com/channel/UCpvhlSLzg2LT89FNUuN-Sig
The School of Life Philosophy https://www.youtube.com/channel/UC7IcJI8PUf5Z3zKxnZvTBog
AsapScience Science https://www.youtube.com/channel/UCC552Sd-3nyi_tk2BudLUzA
minutephysics Science https://www.youtube.com/channel/UCUHW94eEFW7hkUMVaZz4eDg
N N Taleb’s Probability Moocs Science https://www.youtube.com/channel/UC8uY6yLP9BS4BUc9BSc0Jww
Numberphile Science https://www.youtube.com/channel/UCoxcjq-8xIDTYp3uz647V5A
SmarterEveryDay Science https://www.youtube.com/channel/UC6107grRI4m0o2-emgoDnAA
Veritasium Science https://www.youtube.com/channel/UCHnyfMqiRRG1u-2MsSQLbXA
Y Combinator Start -ups https://www.youtube.com/channel/UCcefcZRL2oaA_uBNeo5UOWg
Talks at Google Talks https://www.youtube.com/channel/UCbmNph6atAoGfqLoCL_duAg
Dave Lee Technology https://www.youtube.com/channel/UCVYamHliCI9rw1tHR1xbkfw
Marques Brownlee Technology https://www.youtube.com/channel/UCBJycsmduvYEL83R_U4JriQ
Recode Technology https://www.youtube.com/channel/UCMDxbhGcsE7EnknxPEzC_Iw
SpaceX Technology https://www.youtube.com/channel/UCtI0Hodo5o5dUb67FeUjDeA

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
13F
Portfolio Slicer – Investment Tracking In Excel Excel Addon
Stock Screener – Overview Stock Screener
The Benjamin Graham Stock Screener Stock Screener
Whalewisdom 13F

 

Online Learning

We have more information freely accessible by connecting to the internet than any other human beings had in history, there are dozens of websites where you can extend your knowledge and learn new skills. These are my favourite:

Name Topic Website
Academic Earth General http://academicearth.org/online-college-courses/
BBC Languages Languages http://www.bbc.co.uk/languages/
Busuu Languages http://online.stanford.edu/
CFA Institute
Finance https://www.cfainstitute.org/learning/products/Pages/index.aspx
Computational Finance and Financial Econometrics Finance http://faculty.washington.edu/ezivot/econ424/econ424.htm
Coursera General https://www.coursera.org/
Investopedia Finance http://www.investopedia.com/university/
Khan General https://www.khanacademy.org/
MIT General https://ocw.mit.edu/index.htm
Pluralsight Coding https://app.pluralsight.com/paths/skill/java
Stanford General http://online.stanford.edu/
Stanford Encyclopedia of Philosophy Philosophy https://plato.stanford.edu/entries/la-forge/
The Big History Project History https://www.bighistoryproject.com/home
Udemy General https://www.udemy.com/courses/