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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)

B. Entrepreneurial Diary

Four Labour Codes, One Big Leap (ET) (IE)
Understanding the AI CapEx Boom (ES)
The Turnaround Man- From PSUs to Spicejet (ZI)
You’re Gonna Need This Now More Than Ever (RH)
Culture x Capital: What if blueberries, but bigger? (CF)
Deep Dive into Life-Science Tools and Diagnostics Industry (PPFAS)

C. Personal Finance

How Different Assets are Taxed (AI)
Sleeping Well With Your Investments (VI)
Retirement Is a Sprint, Not a Marathon (RM)
Financial Freedom = Varadraj + Kumbhakaran (IF)
Investors Beware: Bull Markets Don’t Last Forever (MS)
Essential Wisdom from Twenty Personal Investing Classics (EW)
Are More Informed Investors Prone to Making Poorer Decisions? (FL)
Old vs New Gratuity Rules Under the Social Security Code 2020 (BN)
Estate planning: What are conditional wills and why do people use them? (ET)

D. Other Articles

Stock Prices (MC)
Things I Love in Stock Picking (SOIC)
The Cure for FOMO is…Time. (DJ)
Do We Need a Long Bear Market? (CS)
The Lighter Side of Market History (NI)
Is This How the AI Bubble Pops? (DD)
The Untold Story of Charlie Munger’s Final Years (WS)
25 Years of Indian IPOs: The Odds of Outperformance (CI)
Incentives Drive Each and Every Participant in All Capital Markets (LM)

“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