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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Top Down & Bottom Up (AQ)
Factor Investor Report – October 2025 (FI)

B. Entrepreneurial Diary

Lindy Effect (II)
More vs. Better (CF)
The Water Glass Effect (SB)
A Good Business vs. A Useful Idea (SG)
The Company as a Machine for Doing Stuff (NB)

C. Kindness: The Priceless Currency Of True Wealth

When Generosity Feeds The Soul (MT)
The Last Lesson from Warren Buffett (BH) (SN)
Kindness: The Priceless Currency Of True Wealth (TS)

D. Personal Finance

SIF Summary/FAQ (DJ)
Caution on Digital Gold (SEBI) (FS)
Should You Buy at All-Time Highs? (DD)
6 Key Changes in EPF rules (Old vs New Rules) (JI)
Why Smart Investors Plan for Unlikely Events (LS)
How Mutual Fund Payment Works and Who Holds Your Money? (BN)
Set Return Expectations Right—Before the Market Does It for You !! (NT)
Why Retirees Fear Running Out of Money — Even Though They Rarely Do (YW)

E. Other Articles

Aspects of investing (AJ)
We Don’t Bury our Dead (FF)
Optimists’ Take On Managing Risk (CC)
Why We Can’t Have Another 1929 (CS)
Multiple Ways To Get 15% CAGR Returns (GG)
Stock Exchanges – A Toll Bridge to Capital Markets (PPFAS) (HK)
The Night Shift: How Market Returns Happen While You Sleep (CM)

“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