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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Tathya (DSP)
Delayed Impact (DR)
FY27 Begins With a Much Harder Problem (1P)
India Equity Accounts. Naam Bade aur Darshan Chhotte!! (NT)
The Chatter: TCS, ICICI Pru, HDB Financials & More (ZD)

B. Entrepreneurial Diary

Data Centers in Space (ED)
Survival is the Only Success (DD)
What I learned about Billionaires  (NY)
Inside the 72 Hours That Almost Killed OpenAI (FS)
Private Equity: More Risk, Same Return (KI)
3 Lessons About Startup Investing from Mr Bikhchandani (RJ)

C. Personal Finance

Gold’s Funeral Phase (KR)
Tomorrow is Never Guaranteed (LT)
What Makes Life Worth Living (MM)
Anything Above Zero Compounds (TS)
Why The Best Portfolio is a Boring One (IP)
How Foolish Are You Willing to Look (II)
​Five Reasons Why You’ll Love Index Investing (MT)
Investing (& Spending) Money in Uncertain Times (MS)
From Rs. 30 a Day to Building a Crore: A Quiet Journey (FF)
The Buffer, Unpacked: Four Hybrid Categories and What They Do (CM)
Why Most Stocks Fail (And What That Means for Your Portfolio) (BB)

D. Other Articles

The Last Tree Standing (TS)
Regrets, I’ve had a Few (MT) (SN)
Your Odds Are Not the Average (PI)
Samuelson’s Bet And Taking More Risk (DA)
Market Truths No One Talks About (AS)
The Market is a Great Guru: Vinod Sethi on The Long Game (SN)
Ashish Dhawan on India, Investing, Negotiation & Institutional Building (AD)
Understanding Market Volatility: What History Teaches Us About Turbulent Times (LW)
If This War Is Not Over in Three Weeks, Things Will Start Breaking Down Rapidly (TM)

“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