www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Market Manthan (SI)
DSP Netra: Early Signals Through Charts (DSP)
The Markets Are Not Really Easing Up. Is It Structural or Cyclical? (IF)

B. Entrepreneurial Diary

Hacks vs. Artists (DD)
AI Eats The World (BE)
Mental Models by Mohnish Pabrai (MP)
What is The ‘Beta’ of Your Life and Career? (HI)
What’s the Next Billion‑Dollar Business Opportunity in India? (YT)

C. Beware of Averages, Zeros & Non-Linearity

How to Build Wealth Fast? (TS)
How You Average, It Matters (FF)
Beware of Averages, Zeros & Non-Linearity (MI)
Goal Based Investing: Many a Slip Between the Cup and the Lip! (AK)

D. Personal Finance

Very Bad Advice (CF)
The Holy Grail of Asset Allocation (AK)
Discipline Key to Long-Term Wealth Creation (SS)
Six Investor Stories That Go Beyond Returns (PI)
What You Will Lose When You Retire (DH)
The Dangerous Allure of “Dying with Zero” (JG)
Retiring From Work Is Easy. Retiring Into Life Is Harder. (RR)
Please, Stop Chasing Fund Performance (BI)
Beyond Buckets: Why Advisors Should Use ALM, not Total Return (DF)

E. Other Articles

INFLO Newsletter (IN)
India Price to Money Supply Ratio (MS)
Letting Your Losers Get Smaller (MC)
Peter Lynch’s Cocktail Party Theory (OV)
The Different Kinds of Investors (CS)
Scuttlebutt Investing & Building Niveshaay (NT)
Moneyball. baseball and Stock Markets (MW)
Chasing Uniqueness is better than Perfect ROCE (SOIC) (BH)
Beyond Price Momentum: Residual Momentum and Volatility Scaling (MW)
The Collapse Of Terminal Value – What Happens If AI Makes Every Moat Temporary?(CM)

Mandatory Disclosure & Disclaimer

Registered Name: Paramjeet Redu
Registration Number: ARN-97379
I am an AMFI-registered Mutual Fund Distributor and Certified Financial Planner® (Certification No.-74241).
This communication is for informational purposes only and should not be construed as investment advice. Mutual Fund investments are subject to market risks. Investors should consult a SEBI-registered Investment Adviser (RIA) before making investment decisions. Please read all scheme-related documents carefully before investing.

“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