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    Value Investing Q2 2018 Letters & Reports

    July 09, 2018

    Value Investing Q2 2018 Letters & Reports

    Q2 2018 Letters & Reports

    Posted: 08 Jul 2018 09:10 AM PDT

    [How To] Security Analysis in Python

    Posted: 08 Jul 2018 07:01 PM PDT

    Let me preface this by saying that I'm no investment guru. I just learn by trial and error, and by reading a lot. So if this sounds like a big pile of manure, my apologies in advance for the doo-doo.

    I'm starting a youtube series on security analysis using Python / data science. It's completely free and doing it purely from the perspective of teaching. Maybe python is overkill but heck, i find it useful so maybe other people do too.

    I used to be big into algorithmic trading, until one day, I looked at my algos returns and realized even though they did pretty decent, all the trading fees basically ate up big chunk of the returns to the point that there was no point in trading, and instead buying an index fund made a whole lot more sense. ;/

    Since then I've been more active in the 3 fund portfolio (VTSAX, VTBLX, and the VTIAX). But started moving slowly into my own portfolio of equities. This is some of the automation I've been working on as personal project.

    If you don't like excel, or don't like doing manual data entry.. you're the person i'm talking to.

    What I plan to cover:

    • downloading / cleansing / aligning data
    • using python / jupyter notebook to read in, comment, and visualize data
    • analyzing financial statements - and how to connect the dots with charts / graphs
    • how to automate the whole thing so you don't have to do this every time 10q/10k comes out
    • how to templatize so you can screen stocks much faster

    I don't know if this is interesting or useful, but I thought I would put it out there.

    Oh yeah, and i'm doing this completely feed-driven - your feedback / ideas / suggestions will determine what I make.

    If you like it, I would appreciate if you subscribed to my channel, as well as an upvote on reddit.

    Here's the video

    https://www.youtube.com/watch?v=wwlHQ5CDtLM

    submitted by /u/taewoo
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    Sequoia Fund 2018 Investor Day Transcript

    Posted: 08 Jul 2018 09:11 AM PDT

    Value Investing at Columbia

    Posted: 08 Jul 2018 01:38 PM PDT

    I'm in the executive MBA program at Columbia, and am taking the value investing seminar with Paul Johnson. I'm hoping to get the most I can out of the course for personal and professional reasons - any advice from Columbia grads on how to maximize the experience?

    submitted by /u/jkfxb19
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