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The Infant Learner

Some stuff I read this week:

A. Market Research

Market Manthan Q4Y26 (SI)
The Latest Edition of the Transcript by DSP Mutual Fund (DSP)
Need To Have A Growth Mindset, Not A Defensive Mindset, To Chase Growth: S Naren, ICICI Prudential (SN)
AI Bubble, Gold, Bond Yields & Global Liquidity | Ritesh Jain on Global Markets (RJ)

B. Entrepreneurial Diary

The Reality of AI (MC)
A Few Stories About Big Decisions (CF)
Failure as a Competitive Advantage (MS)
The Battle For India’s Kirana Stores Has Begun (IN)
Today’s Top Founders All Have One Thing in Common (PM)
Alex Karp: ‘Something has Gone Completely Wrong’ with How AI is Sold (AK)

C. Luck vs. Skill

The Role of Luck (RR)
Investing is a Probabilistic Game (SB)
Seeing Losses Differently From Wins (NI)
Interview with Fund Managers (PJ) (SN) (NS) (VS)
Serendipity: The Role of Luck in Your Life and Career (RW)
Your Retirement Success Depends on Luck, Not Skill (BN)

D. Leverage in the Stock Market

Leveraged ETFs (MS)
Financial Mass Destruction (BI)
Leverage in the Stock Market (CS)
Following the Leverage in the Market (NT)

E. Personal Finance

The Cost of Status (YM)
The SIP Conundrum (IN)
The Biggest Mistake in Investing (BW)
Sometimes Laziness Pays The Highest Dividends (TS)
9 Biggest Mistakes High Income/High Net Worth Millennials Make (TS)
Never Compare Nifty 50 Index Funds Vs Active Large Cap Funds! (BN)
Sure, Small Caps Can Unlock Value. But Not Everyone has The Key (DSP)

F. Other Articles

Chauffeur Knowledge (CS)
Investing is a Solo Sport (91)
Timeless Thoughts on Investing (FD)
10 Truths About The Stock Market (TK)
US Stocks are trading 10x Sales (TB)
Journalling: Secret Weapon of Successful Investor (CI)
Should a Fund Manager Invest Their Own Money Differently? (BI)

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