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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 (AW)
Market Breadth Data – Jan 2026 (NT)
Indian Economy & Markets: The Illusion of Calm (MC)
Brave New World – Global Macro Outlook 2026 (CFA) (PT)

B. Entrepreneurial Diary

If Only? (HI)
The Price of Success (CS)
The Power of Constraints (CF)
Dead Companies Walking (TG)
Quick Commerce & A Gig Worker: The Anatomy of The Business (ZM) (CN)
The fall of Atlas Cycles. A Reminder to Never Become Complacent! (LK)

C. Authority Bias

Anti-Role Model (SK)
The Dark Side of Financial Education (SN)
Authority Bias is Injurious to Your Portfolio (LM)
Why Emulating Someone You Admire is Wrong (MS)
The Psychology of Human Misjudgement (VM) (FL)
Pump and Dump 101: How to Make a Stock Trend in 7 Steps (MC)
In Search of The Holy Grail – Exit at The Top & Enter at The Bottom Strategy (AK)

D. Personal Finance

Two Types of Money Problems (YM)
How to Invest During Times of War (DD)
Want Vs Need: Where To Draw The Line (OK)
How To (Not) Invest Life Changing Money (AN)
How Much Risk is Hidden in Your CAGR? (CM)
Sankaran Naren: 11 Brilliant Lessons Learnt Over 3 Decades (MS)
Headline: Is Indian Real Estate a Wealth Creator or a Trap? (SK)
What Your Mutual Fund Will Do to avoid the Next 30% Crash (MC)
Historical Returns For Stocks, Bonds, Cash, Housing & Gold (2025) (CS)

E. Other Articles

Proven Survivors (MC)
What Drives Currencies? (RC)
When 40x P/E is a Bargain (FS)
Reputation Doesn’t Compound (TS)
Thread: How to Spot 100 Baggers (PT)
Navigating a Grinding Bear Market (RC)
The Rise Of Second-Order Pricing Constructs (2P2)
Killing the Goose that Lays the Golden Egg (BI)
Investor Letter 2025 – What the Hell is Water? (TS)
India’s Most Ignored Sector Could Be a GOLDMINE for the NEXT 20 YEARS (1F)

“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