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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
5 Risks in Global Markets (AI)
“BIG CAPEX PLANS” Within The Listed Universe (SI)

B. Entrepreneurial Diary

Startup Win Conditions (IR)
The Great Differentiation (NB)
A Spotlight on…Urban Company (TF)
Lessons from Investing in 483 Companies (CL)

C. Personal Finance

Slow, Steady, Sustainable (TS)
Stocks For Wealth, Bonds for Sanity (JC)
How to Get Rich When You’re Young (CS)
Best Ways to Invest in Gold Without Wastage (BN)
Why Financial Independence is Overrated (DD)
Brokers Want You To Keep MF Units In Demat. Don’t Do It. (LM) (BN)
Top 10 Reasons Why Your Income Is Not Rising At Workplace? (JI)
RLLR, RBLR or MCLR: Which Home Loan is Best in 2025? (BN)
Should you invest in SIF (or Specialised Investment Funds) in 2025? (SI)

D. Other Articles

AI & Investing! (ZI)
The Trap of Certainty (SN)
Choose Your Own Way (MC)
Learnings from a 15x Investment (SC)
Value Retail – An Expensive Bargain? (PPFAS)
How Jane Street Manipulated Indian Markets and Got Caught (KK)
The Enduring Wisdom of Mohnish Pabrai: A CDSL Case Study (CI)
Where Do Stock Returns Come From? A Napkin Framework (QC)

“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