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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Transcript (DSP)
20 Sectors | Insights from investor concalls (ZI)
Capitalmind India Flipbook – May 2025 Edition (CM)

B. Entrepreneurial Diary

AI Eats The World (BE)
U.S. Masters Tour [Investment Masters, that is] (MI)
Understanding Randomness Through Aphorisms (DSP)
The Consumer AI Revolution Won’t Be Technical. It’ll Be Emotional. (CF)
Startups Must Move Away from Vanity Metrics: Sanjeev Bikhchandani (FI)

C. The Retirement Pyramid

The Retirement Pyramid (FP)
The 6 Stages of Retirement (HD)
The Evolution of Retirement (CS)
The Retirement Danger (VR)
Is 5 Crore Enough For Retirement In India? (BN)
What’s the Best Withdrawal Strategy in Retirement? (DD)

D. Personal Finance

Hopeium Is A Nasty Drug (TS)
Generational Wealth vs. Enough (WC)
No Claim Bonus in Health Insurance: Don’t Rely on It! (BN)
What is the Behaviour Gap and How Can Investors Close it? (BI)
Present Bias Trap – Why Some People Never Build Wealth (JI1) (J12)
Non Resident Indian – NRI who has sold MF in India can pay Zero Capital Gains (CC) (CM)

E. Other Articles

When to Buy? (KI)
The Capital Cycle Way (HP)
Managing Rich People’s Money (PPFAS)
A Business is Not a Math Problem (SN)
The Biggest Risk & The Biggest Opportunity (CS)
Investment Evolution or Flexible Tactics? (JH)
Behavioural Finance & Investing by Nimesh Chandan (CFA)
A Decade of Ignorance: What the Market Really Teaches You (AN)

“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett

“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger

You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”-  Carol Dweck