[omaha] Omaha Digest, Vol 131, Issue 2

[Charlie Ahern]

Hey Wes, thanks for all of the links. I've seen some, but not all, of them.

Disappointing that the SEC broke the pandas-datareader feed. Not sure of
the details, but it looks like some company now has a contract to monetize
public information. "Yep, this is public information. We'll sell it to you
at a profitable rate per month." I need to do more research, particularly
about Quantopian-Quandl.

The Efficient Markets Hypothesis (like neo-classical economics) "states
that asset <https://en.wikipedia.org/wiki/Asset> prices fully reflect all
available information." However, are markets efficient if the cost of
information makes it unavailable or difficult to access?
https://en.wikipedia.org/wiki/Efficient-market_hypothesis

Thanks again,

Charlie

On Mon, Apr 23, 2018 at 11:00 AM, <omaha-request at python.org> wrote:

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> Today's Topics:
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>    1. Pythons' Carpool Lincoln->Omaha 5/24/18? (Charlie Ahern)
>    2. Re: Pythons' Carpool Lincoln->Omaha 5/24/18? (Wes Turner)
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> ----------------------------------------------------------------------
>
> Message: 1
> Date: Sun, 22 Apr 2018 22:03:53 -0500
> From: Charlie Ahern <charlieahern at gmail.com>
> To: omaha at python.org
> Subject: [omaha] Pythons' Carpool Lincoln->Omaha 5/24/18?
> Message-ID:
>         <CAJ02oLV1_Q1viMJJhCjY0aJr1TtceOQ=6PJby3h
> uu5jUn5EqwQ at mail.gmail.com>
> Content-Type: text/plain; charset="UTF-8"
>
> My wife and I are moving to Lincoln on the 15th (from Des Moines).
> Hopefully by the 24th we'll be settled enough that I can go to the meeting.
> Will anyone be driving from Lincoln to Omaha for the meeting?
>
> I'm a Python newbie, primarily a hobbyist (with close to 40 years
> experience in high tech) studying:
> * NLP and possible analysis of the text in SEC reports from EDGAR
> (Electronic Data Gathering, Analysis, and Retrieval system)
> * Statistical analysis of SEC and other data sources, such as FRED (Federal
> Reserve Economic Data)
>
> --
> Charlie Ahern
>
> Reading, after a certain age, diverts the mind too much from its creative
> pursuits. Any man who reads too much and uses his own brain too little
> falls into lazy habits of thinking, just as the man who spends too much
> time in the theater is tempted to be content with living vicariously
> instead of living his own life. - Albert Einstein
>
>
> ------------------------------
>
> Message: 2
> Date: Sun, 22 Apr 2018 23:49:20 -0400
> From: Wes Turner <wes.turner at gmail.com>
> To: Omaha Python Users Group <omaha at python.org>
> Cc: Charlie Ahern <charlieahern at gmail.com>
> Subject: Re: [omaha] Pythons' Carpool Lincoln->Omaha 5/24/18?
> Message-ID:
>         <CACfEFw8xCworpG-Aq8s=im=9TS+sAjp4LHaE+k696FK4GuanOw at mail.
> gmail.com>
> Content-Type: text/plain; charset="UTF-8"
>
> EDGAR, pandas-datareader, interpretation of financial reports, quantopian
> tools such as zipline
>
> I won't be driving from Lincoln to Omaha, but have a few relevant links to
> share here that you've probably already reviewed.
>
> EDGAR discontinuing FTP support
> https://github.com/pydata/pandas-datareader/issues/269
>
> https://en.wikipedia.org/wiki/EDGAR
> - https://www.sec.gov/edgar/searchedgar/accessing-edgar-data.htm
> - https://www.sec.gov/oiea/Article/edgarguide.html
> - https://en.wikipedia.org/wiki/Form_10-K (annual)
> - https://en.wikipedia.org/wiki/Form_10-Q (quarterly)
> - https://en.wikipedia.org/wiki/XBRL
>
>
> https://en.wikipedia.org/wiki/Benjamin_Graham#Bibliography
>
> "Warren Buffett and the Interpretation of Financial Statements: The Search
> for the Company with a Durable Competitive Advantage"
> https://g.co/kgs/65XRnv
>
> https://www.quantopian.com/help/fundamentals
> - some of these stats are from EDGAR
> - some of these stats are from Morningstar
> - it'd be great to also have data about environmental sustainability (e.g.
> from mandatory reports) just like the GRI reports
>
> >From "Pulling Stock Market Data - Yahoo and Google don't work anymore?"
> https://www.reddit.com/r/Python/comments/7zxptg/pulling_stock_market_data_
> yahoo_and_google_dont/#dus01vk
>
> > quantopian/zipline pulls data from Quandl with a data ingest step; with
> the US Treasury 10 year bond yield and/or SPY (from IEX) as a benchmark.
> > https://github.com/quantopian/zipline
> > - https://www.quantopian.com/tutorials/
> > -
> https://www.quantopian.com/posts/community-algorithms-
> migrated-to-quantopian-2
> > - "7 Best Community-Built Value Investing Algorithms Using Fundamentals"
> >   https://blog.quantopian.com/fundamentals-contest-winners/
>
> - https://github.com/quantopian/pyfolio
> - https://github.com/quantopian/alphalens
>
>
> On Sunday, April 22, 2018, Charlie Ahern via Omaha <omaha at python.org>
> wrote:
>
> > My wife and I are moving to Lincoln on the 15th (from Des Moines).
> > Hopefully by the 24th we'll be settled enough that I can go to the
> > meetinag.
> > Will anyone be driving from Lincoln to Omaha for the meeting?
> >
> > I'm a Python newbie, primarily a hobbyist (with close to 40 years
> > experience in high tech) studying:
> > * NLP and possible analysis of the text in SEC reports from EDGAR
> > (Electronic Data Gathering, Analysis, and Retrieval system)
> > * Statistical analysis of SEC and other data sources, such as FRED
> (Federal
> > Reserve Economic Data)
> >
> > --
> > Charlie Ahern
> >
> > Reading, after a certain age, diverts the mind too much from its creative
> > pursuits. Any man who reads too much and uses his own brain too little
> > falls into lazy habits of thinking, just as the man who spends too much
> > time in the theater is tempted to be content with living vicariously
> > instead of living his own life. - Albert Einstein
> > _______________________________________________
> > Omaha Python Users Group mailing list
> > Omaha at python.org
> > https://mail.python.org/mailman/listinfo/omaha
> > http://www.OmahaPython.org
> >
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> End of Omaha Digest, Vol 131, Issue 2
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>



-- 
Charlie Ahern
 (408) 821-6414

Reading, after a certain age, diverts the mind too much from its creative
pursuits. Any man who reads too much and uses his own brain too little
falls into lazy habits of thinking, just as the man who spends too much
time in the theater is tempted to be content with living vicariously
instead of living his own life. - Albert Einstein