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The Infant Learner

Some stuff I read this week:

A. Market Research

Market Notes – June 2026 (MS)
Cycles, Crashes & Comebacks: S Naren (ET)
FIIs, Gold & India’s Market Outlook (SK)

B. Entrepreneurial Diary

Anchoring Bias (II)
Did India Miss AI? (DC)
Winning Under Uncertainty (DP)
Innovation: Lessons from The Early 1900s (NI)
How to Deal With The Tough Moments in Life (BA)

C. The Most Valuable Financial Skill

Charlie Munger & Envy (KW)
The Antidote to Envy (MT)
Envy and the Law of Janteloven (OS)
The Most Valuable Financial Skill (SOIC) (MH)
Respect the Accomplishments, Don’t Envy the Person (CS)

D. Personal Finance

Pessimism on Drugs (HI)
Equity SIF: Innovation or Illusion? (AK)
Your Plan is Already Wrong (ML)
Change Is The Only Thing That Doesn’t Change (TS)
When is It Fine to Make Lumpsum Investments? (PI)
Nifty 500 Multicap 50:25:25 vs Nifty 500: Which Is Best? (BN)

E. Other Articles

Obsession (MC)
Regret Business (KI)
Broken Rules of Thumb (NI)
You Have to Be Right Twice (SC)
Incentive Bias and Finance (IN)
The Contrarians Playbook When to Exit (RT)
Spotting Bubbles and Calling Tops (CS)
Intuition as a Tool in Life and Markets (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