www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Busting Myths: Indian Markets At 22 P/E? (AI)
DSP Transcript Foundations Edition III: The Chief Problem (DSP)
30th Motilal Oswal Annual Wealth Creation Study by Raamdeo Agrawal (MO) (ST)

B. Entrepreneurial Diary

Is It a Bubble? (HM)
Paying for Performance (CG)
The Rise of Slow Computing (CF)
Why India needs the Right to Disconnect (FS)
Understanding The AI Opportunity with Russell Napier (RN)
When Capex Booms Turn Into Busts: Lessons From History (BR)

C. How to Choose a Fund Manager?

How to Choose a Fund Manager? (PPFAS)
How To Choose An Investment Manager (IF)
How Do You Pick an Active Fund Manager? (SK)
Beware Fund Managers With a Short Term Focus (EI)
Key Qualities of an Exceptional Investment Manager (JZ)

D. Personal Finance

Boring Investing Still Works (CS)
Meet The Most Unlucky Investor Ever (CM)
90% of all investment products are crap (RW)
Your Actions Are Screaming Over Your Words (LT)
The Rise and Rise of India’s Property Market (BM)

E. Other Articles

Hold the Dip (AQ)
Three Orders of Thinking (CM)
Investing for the Long-Term (CS)
Every Asset Managers’ 2026 Forecasts (BI)
Why Valuing on PE Ratio can be Deceptive? (SOIC)
Understanding ROIC on Low Growth Businesses (BH)
Manufactured Urgency: The Case for Ignoring IPOs (VI)
Is This the Best Time to Buy Mid & Small Caps? (PK)

“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