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What I’m reading

How to Predict the Unpredictable: The Art of Outsmarting Almost Everyone by William Poundstone

There are patterns in human behaviours. Humans are not capable of pure randomness like a computer would generate. For example 80% of pin numbers are the same 4 number sequences (nearly 11% are 1234) and there are clear clusters in the choice of lottery numbers.  It turns out we are all very predictable in so many ways!

Fuel for Life: Achieve maximum health with amazing dairy, wheat and sugar-free recipes and my ultimate 8-week eating plan by Bear Grills and Kay Van Beersum

Bear Grills does food to improve physical performance. Great recipes like sugar and diary free chocolate, it tastes much better than it sounds!

Blog posts

A fascinating study on UK children’s use of media and the internet.

If, like me, you can’t find the data and information to be properly informed about the Brexit referendum then these sensible economic pro’s and con’s from LBS’s Alex Edmans is helpful.

Taking of Brexit, only 72% of the UK Independence Party wants to leave the EU!

Thoughts on what it takes to be a true teacher.

Going away with your friends on an adventure holiday or a Bro-cation

Investments

Ranking Global Stock Markets On Valuation. Guess what? Cheaper valuations mean better future returns. (The US market is highly priced but not in bubble territory).

Berkshire Annual Report in which Warren clearly explains how to value Berkshire within boundaries.

William Thorndike author of the classic “The Outsiders” interviewed at Google.

UK Budget

ISA Limit will go up to £20k per year. If you are 18-40 you’ll get cash back of up to 25% up to £1000 but you can’t touch that part of the ISA unless you are 60+ or buying a house.

Capital gains for higher rate tax payers cut from 28% to 20%.

Corporation Tax will be cut again to 17% in 2020.

Read more here

A Podcast I’m Addicted to:

Tim Ferris – In his show, he deconstructs world-class performers (investing, chess, pro sports, etc.), digging deep to find the tools, tactics, and habits that make them successful.

Entertainment

20 years of India at night.

Worried about China? They are still doing amazing things to grow their country.

Candide Thovex Video – One of those days. Skiing entertainment at its best.

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Thanks for reading!

Disclaimer: The above does not constitute investment advice. The author has invested in some of the companies mentioned at the time of writing.

Tim O'Shea
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Tim O'Shea

Fund Manager with 15 years' experience as a successful business owner-manager. Passionate about helping people benefit from the power of long-term investing.
Tim O'Shea
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Tim's Newsletter April 2016
What really makes a good teacher?