[omaha] Omaha Digest, Vol 131, Issue 2

Mon Apr 23 13:02:42 EDT 2018

Hey Charlie -

You may want to post this inquiry on the meetup event as well. :)

Hope it works out!

Cheers,

Naomi-

Sent from my iPad

> On Apr 23, 2018, at 12:00 PM, Charlie Ahern via Omaha <omaha at python.org> wrote:
> 
> 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:
>> 
>>   1. Pythons' Carpool Lincoln->Omaha 5/24/18? (Charlie Ahern)
>>   2. Re: Pythons' Carpool Lincoln->Omaha 5/24/18? (Wes Turner)
>> 
>> 
>> ----------------------------------------------------------------------
>> 
>> 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
>> *************************************
>> 
> 
> 
> 
> -- 
> 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
> _______________________________________________
> Omaha Python Users Group mailing list
> Omaha at python.org
> https://mail.python.org/mailman/listinfo/omaha
> http://www.OmahaPython.org