www.mfp.co.in
The Infant Learner
Some stuff I read this week:
A. Market Research
B. Entrepreneurial Diary
Signal Collapse and the New Proof of Work (DD)
We Only Envy Those Who We Can Emulate (HI)
The Self-Help Trap: What 20+ Years of “Optimizing” Has Taught Me (TM)
Showroom to Spreadsheets: Decoding Indian Car Dealerships (PPFAS)
Quick Commerce in India: The Money Machine That Has Not Made Money Yet (YP)
C. Why the Best Investors Look Lazy
Do Nothing Dammit (BH)
420x Story of an Investor (MFP)
Inaction Is Not Inactivity (BI)
The First Rule of Compounding (WC)
Why the Best Investors Look Lazy (PK)
Charlie Silk’s 150-Bagger – by Peter Lynch (WM)
Latticework of Mental Models: Do Something Bias (SN)
Account Turnover Or Do Nothing Trategy? Which One Is Better? (HD)
Is Jeremy Siegel Right About Stocks for the Long Run? (AP)
D. Personal Finance
Endowment Lessons (HD)
What Are Your Odds of Losing Money? (CM)
The 60/40 Portfolio vs. The Bucket Strategy (RI)
10 Rules For Dealing With Uncertainty (CS)
Market Doom Scrolling Is A Choice, Not Obligation (TS)
What I Plan to Do When the Market Crashes (FC)
The Misunderstood Role of Dividends in Long-term Stock Returns (SB)
Decoding SEBI Life Cycle Funds Introduction: Don’t Invest Blindly (FS) (BN)
E. Other Articles
High Conviction (MC)
No kids, No legacy? (LT)
Stick to What You Know (BI)
Geopolitics vs. Markets (CS)
Nobody knows beyond a point…. (NT)
Fish Where the Stream is Full: 13 Thoughts on Investing (FS)
Why 99% of Value Investors Will Never Be Contrarians (SS)
A Benchmark Tells You What a Manager is Measured Against (RD)
Hard Lessons: Stan Druckenmiller: Invest, then investigate (DM)
The Andhra Sugars Ltd – – Business Analysis of the company (NS)
“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
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