www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
What-Aboutery On The Current State of Markets (KI)
Latest Economic Trends, Data Points & Insights from DSP Netra (DSP)

B. Entrepreneurial Diary

Failure Is A Gift (PC)
Technology Outpaces Permission (CF)
A Breakthrough That Might Break The Internet (FS)
Activation Energy: Why Getting Started Is the Hardest Part (FS)
Where You Build is Who You Are: the ElevenLabs Story (AZ)

C. Why I Avoid IPO’s

Why I Avoid IPO’s (VI)
Beware the IP-Ohs (SN)
Of IPOs and Valuations (IN)
Investing in Mega IPOs: What the Data Shows (CM)
From Hype to Hope: The Mental Model of a “Bombed Out IPO” (SI)

D. Personal Finance

Lifestyle Creep (MT)
Wearing Many Hats (BC)
Take Control, Investor! (GH) (SN)
How to Invest Without Going Insane (OS)
The Case for a ‘Good Enough’ Portfolio (MS)
The Greatest Bull Market No One Ever Talks About (CS)
How India’s Investors Discovered That Boring Investing Wins (BT)
Smart Ways to Combine Base and Super Top-Up Health Insurance (BN)

E. Other Articles

Master and Apprentice (MC)
Wisdom of Intelligent Investors (SN)
Why Emulating Someone You Admire is Wrong (RO)
The Performance Fee Puzzle (BI)
Cockroaches in the Coal Mine (HM)
Literacy Is Your Investing Hedge (TS)
The Silent Killer of Rational Investing (SN)
A Golden Year (2025): Gold’s Price Surge – The Signal in the Noise! (AD)

“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