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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Charts, Charts, Charts, Charts, Charts (CS)

B. Entrepreneurial Diary

How Close Should AI Get to Your Thoughts? (CF)
The January Gym and the January Portfolio (CI)
The Uneasy Marriage of AI and The Modern Worker (TM)
Global Developments To Watch Over The Next Five Years (MM)
How to Use This 1990s Japanese Method to Achieve Any Goal in Life (DZ)

C. Personal Finance

How to Evaluate Hybrid SIFs (AR)
4 Ways to Fortify Your Finances (ML)
Add Hobbies to Your Retirement Plan (WC)
How to Not Torture Your Retirement Numbers (BI)
Myth: More Funds = More Diversification (MC)
Investors Need To Follow The Golden Mean (TS)
10 investing lessons I wish I knew 20 years ago (WW)
The John Abraham money story nobody talks about (FE)
The Best Bets for Investors Require a Strong Stomach (MS)
Why You Can’t Time the Market (Even When You Know the Future) (DD)

D. Other Articles

Letter to Investors: 2026 (DSP)
When Do We Sell and Why? (DR)
Q3 FY26 Letter to Investors (SL)
How to Spot Multibagger Stocks Early (KW)
How Does AI Think Markets Will Perform in 2026? (BI)
This One Mental Model Explains Stock Market Success (SOIC)
The Investing Framework You’ll Need to Survive the AI Decade (SN)
The Four Pillars of Rationality (According to Charlie Munger) (KW)

“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