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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The Navigator by DSP Mutual Fund (DSP)
The Report Card by DSP Mutual Fund (DSP)
Capitalmind India Flipbook – June 2025 Edition (CM)

B. Entrepreneurial Diary

Lucky Breaks (MC)
The Speed of Patience (IN)
The Great Indian Family Offices Fatigue (DF)
AI Doesn’t Think for You. It Types For You.(HI) (HT) (YT)
Satya Nadella: Microsoft’s AI Bets, Hyperscaling, Quantum Computing Breakthroughs (SN)

C. How Returns Happen

How Returns Happen (FF)
Staying the Course (JV) (HD)
Bear Markets Are Transitory (CS)
High Returns or Appropriate Returns? (MS)
Expected Returns in the Stock Market (CS)
The Case For and Against Dividend ETFs (DD)
The Perfect Company Does Not Pay Dividends (TM)
Simple But Not Easy: Building Blocks For Wealth Creation (PPFAS)

D. Personal Finance

Eyes Forward (HD)
The Greatest Wonder (II)
The Risks of Investing in Unlisted Shares (ZD)
The Best Neighborhood Is Between The Extremes (TS)
What’s Better Than U.S. Bonds for Downside Protection? (DD)
The Trick to Enjoying a Vacation (and Investing Successfully) (OI)
What to Do If a Mutual Fund Company Shuts Down Today? (BN)
Less Known Facts About The New SEBI Nomination Guidelines (CF)

E. Other Articles

The Ratio of Discontentment – The PE ratio (MS) (SV)
Being Human Means Being a Bad Investor (BI)
Trend Following – A Trader’s Systematic Approach to Profits (II)
How a Reader Overcame Diabetes Naturally: A Real-Life Story (BN)
The Most Important Thing: Uncommon Sense for the Thoughtful Investor (HM)

“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