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The Infant Learner

Happy Independence Day

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Factor Investor Report – July 2026 (FI)
Stocks vs Bonds: Where Should your Money be? (DH)
Decoding India: Economic Reality & Market Trajectory (SO)

B. Entrepreneurial Diary

UPI and Charlie Munger (IS)
Predicting AI Job Exposure (BE)
The Dolphin and the Anchor (MI)
AI and The Automation of Work (BE)
How a Gujarati Farmer Became America’s First Motel King – and Built an Industry (FE)

C. Lifestyle Inflation: The Silent Wealth Killer

Lifestyle inflation (JP) (BN)
Lifestyle Creep (ML)
Lifestyle Creep isn’t About Spending More (MM)
How Much Lifestyle Creep is Okay? (DD) (DD)
Acceptable Types of Lifestyle Creep (MS)
Rule for Avoiding Lifestyle Creep: Don’t Live Beyond Your Assets (MK)

D. Personal Finance

The Day the Salary Stopped (AC)
Financial Freedom Is Not Easy (MF)
The Best Retirement Advice Ever (RM)
Why the Brain Struggles With Compounding (JI)
Why Buy & Hold Doesn’t Work Anymore in India (MD)
Your Age Is an Imperfect Guide to Investment Risk (RR)
6 Key Metrics to Evaluate REITs in 2026 (PI)
Edelweiss REIT Index Fund: A Smart Bet or Risky NFO? (BN)

E. Other Articles

No Scoreboard (CM)
On Baskets vs. Single Names (OR)
PPFAS: Note to Unitholders (PPFAS)
MFP Annual Letter to Investors 2026 (MFP)
7 Years on: What Our Mistakes Taught Us (CC)
Can ‘Quant’ style pick better stocks? (CM)
Inside One of India’s best Small Cap Strategies (MG)
Position Sizing: The Part of Investing That Can Make a Good Strategy Look Brilliant or Completely Stupid (MW)

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