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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Rising Sun, Rising Yields: Will Japan Trigger The Next Global Shake (AI)

B. Entrepreneurial Diary

AI Eats The World (BE)
The Great AI Trade: Energy (MS)
The Future of Private Equity (EC)
Stay in the Game Long Enough to Get Lucky (SB)
Learning from J. Hyatt Brown’s Brown & Brown (MC)
Bharat Consumer Insights: AI as the Adoption Bridge and Understanding Gen Z & Gen Alpha (YT)

C. Alpha Ideas 20 20 Meet- 2025 Edition

Alpha Ideas 20 20 Meet- 2025 Edition (AI)

D. Personal Finance

The Long-Term Wins (CS)
Where Do You Point Your Money? (MT)
Five Lessons from Victor Haghani (ER)
The Joy of Giving Up on “Having Enough” (RF)
The One Thing My Worst Investments Had in Common (DD)
When Should You Switch Your Home Loan? Year-by-Year Guide (BN)

E. Other Articles

A Decision a Day (BI)
Avoid News (GN) (BI) (FS)
How Value Investing Has Changed (LW)
What It Takes To Succeed In Investing? (UC)
A Century-Old Classic Buffett Would Love (MI)
The Philosophy of Stock Market Investing (HL)
Imitation Games: The Perils of Following the Crowd (NI)
Buying Stocks at Least Risk Zone for Swing Trading (HS) (SM)
Tossed but Not Sunk: The Volatile Journey of Winning Stocks (SK)
10 Things We Can Learn From Warren Buffett That Have Nothing to Do With Money (MS)

“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