www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
THE NAVIGATOR by DSP Mutual Fund (DSP)
Notes from TIA Bulletproof Conference (AJ)
Bits & Pieces – Living in Interesting Times (CL)

B. Entrepreneurial Diary

Vendor Financing (CG)
How to Create a Masterpiece (UT)
Sam Walton & The Psychology of Scale (TB)
Culture x Capital: AI is Boring in a Good Way (CF)
Why Your Intuition, Imagination, and Emotion Will Outlast AI (BT)

C. Library of Mistakes

Library of Mistakes in Investing (KS)
Dimensions of Mistakes in Investing by Utpal Sheth (US)
Lessons from History – by Mr. Durgesh Shah (DS)
Learnings From My Investment Career by S. Naren (SN)
Library of Mistakes: Case Studies & Antidotes (PK)
Key Learnings and Mistakes By Jatin Khemani (JK)

D. Personal Finance

The Art of Doing Less (BI)
The Gold Price is Wrong (KR)
Why the 5% Rule is the New 4% Rule (DD)
The Money Tree: Branch Out Your Income (FF)
Why Do Money Conversations End Up in Fights? (LT)
Nifty 50 Zero Returns in 1 Year? 26 Years Data Show It’s Normal! (BN)

E. Other Articles

Assign Yourself A Story (KW)
The Perils of Concentration (MS)
Lessons From A Lost Sheep (II)
Looking Beyond the Numbers (MC)
The Illusion of Compound Returns (AA)
Capital Protection In A Non-Ergodic World (AB)
From A Bull Market To Bear One: Where India Stands (MC)
Diversification Means Always Having To Say You’re Sorry (FB)
Lower Public Float: A Boon for Companies; Threat to Investors (ML)

“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