Purpose of this blog

What is the purpose of this blog?

Initially, the intention was to share content related to investing.There is no shortage of content and topics to share and post; from value investors, investing websites, videos, podcasts, investing tools, etc. While collecting the material and preparing it to post online I realized that it wasn’t going to add any value to the blog, not for myself nor the visitors. If someone wanted for instance to find out more information regarding a value investor they could go to other websites such as Valuewalk, Investopedia, Wikipedia and dozens of other websites/blogs…or simply Google the investor’s name.

The same goes for sharing content; video’s, articles, podcasts and posting it as ‘Weekly Kaizen’, what good does it do when it’s just a collection of links? So I decided to go back to the basics: writing.

The blog post writings will be on my thoughts/ views on a wide variety of topics related to investing or gaining wisdom. This could be on philosophy (Stoicism), summaries of books/articles or analysis on companies/sectors.

What makes writing so important? Writing helps to validate your thinking process to make sure you understand the related topic/ experiences.
Quoting Dr. Paul Kalanithi from ‘When Breath becomes air’ on the reason to write:

‘I felt that to understand my own direct experiences, I would have to translate them back into language. Hemingway described this process in similar terms: acquiring rich experiences, then retreating to cogitate and write about them. I needed words to go forward.’

Furthermore, it is one of the most overlooked traits of great investors in that they are excellent communicators:

Look around at some of the best investors of all time and you’ll see a common denominator: They are excellent communicators.

Warren Buffett – amazing writer.
Charlie Munger – amazing writer.
Ben Graham – amazing writer.
Seth Klarman – amazing writer.
John Bogle – amazing writer.
Joel Greenblatt – amazing writer.
Howard Marks – amazing writer.
Jim O’Shaughnessy – amazing writer.
(source: http://www.collaborativefund.com/blog/the-most-overlooked-trait-of-investing-success/?__s=mhnosisgskbqpa42mnzs)
Consistency in writing (posting blog posts) will be key. Yes I will make mistakes, in grammar, thinking processes, analysis, and more. I will read back articles that I wrote and disagree with myself or be embarrassed that I wrote something like that down. That’s ok, as long as it will make me a better writer and investor. There is nothing wrong with making mistakes and sharing them, it will help me not to repeat those mistakes. Warren Buffett is famous for openly sharing his thoughts and mistakes, and he is one of the greatest investors of all time.

Consistency by a great love of the work.

Weekly Kaizen – Dec 25th – Saturnalia

For a long time December has been a month of celebration trough different cultures, it’s the last month of the year and though out time humans came together to eat and exchange gifts. One such celebration was the Saturnalia festival by the Romans: for once a year there was no ranking in social order and slaves could command their masters to do things (slaves still had to do the basic tasks such as preparing food). Saturnalia explained by Historia Civilis:

How to be a Stoic

The New Yorker contributor Elif Batuman wrote a great piece on Stoicism, one of the philosophy’s of which I try to learn from and put into practice:

How to be a Stoic

Human Overpopulation – The Human Explosion explained

The amount of humans has never increased as much as the last 100 years, and is expected to continue growing for a while. A lot has been written on this subjects and there a lot of concerns, both for a healthcare perspective up to a shortage of food and environmental harm, however does it all look that bad?  Kurzgesagt talks in the below video on Human Overpopulation and into the positives aspects that we tend to overlook:

Jamie Dimon on Trump and Detroit’s revival

Bloomberg TV spoke with JP Morgan’s CEO and Chairman Jamie Dimon on several topics, including Trump and Detroit. As ever, every interview with Jamie Dimon is highly recommended, his pragmatic skills and way to put things forward in an simple manner are extraordinary.

Jamie Dimon Interview with Bloomberg

The Uber Cannibals

It has almost becoming a weekly recurrence to link to material from Monish Pabrai, and this week an article written by Monish Pabrai with Yingzhuo Zhao from Dhando Holdings (Investmet holding of Monish Pabrai):

Move Over Small Dogs Of The Dow, Here Come The Uber Cannibals

Carl Icahnn and the danger of ETF’s

There is no question about it that ETF’s have exploded in popularity, and why not? You can get the index return and out perform 90% of the professional money mangers by a paying fraction of the cost…As with every investment caution is needed, Carl Icahn spoke with CNBC on the dangers of ETF’s, Valuewalk gathered his interviews on the subject:

Carl Icahn Warning

Hope you enjoyed the content shared.

Have a wonderful week and enjoy your time with family and friends!

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.

Blogs

An overview of my favourite blogs:

Title Topic Link
Base Hit Investing Investing http://basehitinvesting.com/
Benedict Evans Venture Capitalist http://ben-evans.com/
BeyondProxy | Value Investing Ideas and Wisdom Investing http://www.beyondproxy.com/
Carl Newport Self – Improvement http://calnewport.com/blog/2016/09/30/nassim-talebs-implied-argument-against-social-media/
Damodaran Online: Home Page for Aswath Damodaran Investing http://pages.stern.nyu.edu/~adamodar/
David Webb Investing https://webb-site.com/articles/mingfai.asp
Derek Sivers Marketing https://sivers.org/
FarnamStreet Wisdom https://www.farnamstreetblog.com/
Graham And Doddsville Investing http://www.grahamanddoddsville.net/wordpress/?p=497
iinvestor | a value investing blog Investing http://insuranceinvestor.wordpress.com/
Investor Junkie – Investing Blog Investing http://investorjunkie.com/
Joshua Kennon’s Personal Blog Investing http://www.joshuakennon.com/
Monish Pabrai Investing http://www.know72.com/
Morgan House Investing/ Finance http://www.collaborativefund.com/blog/authors/morgan/
OTC Adventures Investing http://otcadventures.com/
Seeking Wisdom Investing https://janav.wordpress.com
Seth Godin Marketing http://sethgodin.typepad.com/
SumZero Investing sumzero.com
The Brooklyn Investor Investing http://brooklyninvestor.blogspot.ie/
Value and Opportuntiy Investing https://valueandopportunity.com/
Value Investing World Investing http://www.valueinvestingworld.com/
Value Seeker: Investment Notes Investing http://valueseekerinvestments.blogspot.ie/
Value Venture Investing https://oraclefromomaha.wordpress.com