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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Market Manthan (SI)

B. Entrepreneurial Diary

The Edge (SW) (CE)
What Doesn’t Change (CF)
How to Be Consistent (SB)
Lessons of a First-Time Fund Manager (GL)
Is Human Connection The New Job Security? (BBC)
First ‘Practical PhDs’ Awarded in China — for Products Rather Than Papers (NT)
Successful Traits of Programmatic Acquirers – A Unique Playbook for Repeatable M&A (PPFAS)

C. Keep Your Faith in Equities

Long Bulls (BP) (HF)
Calm Down (TS)
One Year Returns Don’t Matter (CS)
Perspectives on Market Downturns (FF)
A History of Stock Market Crashes (OS) (MS)
Do only 3C’s (Cash + Courage + Crisis) Make You Wealthy? (MJ)
Market Decline – Small Temporary Dip or the Beginning of a Crash? (FI)
Market Drawdowns: Where We Stand & What History Tells Us (CM)

D. Personal Finance

Why Consensus Fails (DD)
When to Sell by S Naren (SS)
We Are All Playing Different Games (LT)
The Most Misleading Chart in Finance? (CM)
Passive Income After 60: What Strategy Works? (ZD)
You Can Invest. But How Much Can You Suffer? (SN)
Why Being An Investment Professional Makes Me a Better Health Coach (HI)
10 Health Insurance Rights That 70% People Don’t Know (But Should) (BS)

E. Other Articles

Iceberg Crashes (CS)
From Disaster to Triumph (MC)
Two Types of Drawdowns (FY)
Bayes and Base Rates (MS)
Building an Antifragile Portfolio (DR)
Investing in The Microcap Space (EB)
Buying Cyclicals the Right Way (91)
Dollar Rolling Over or Risk Assets Taking Off? (TL)
Markets Are Now a Beauty Contest on Steroids (CS)
How Might AI Disruption Change Investor Behaviour? (BI)

“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