www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

One Index, Two Markets (PT)
The Hamiltonian Turn (PT)
Emerging Market Life Cycles (AC)
Is the Indian Market Still Too Expensive? (SK)
Factor Investor Report – August 2026 (FI)
DSP Netra: Early Signals Through Charts (DSP)
Nifty Indices Broad Market and Sector Review – August 2026 (RR)

B. Entrepreneurial Diary

The Surface Area for Luck (FS)
Dynasties Die In The Dark (IV)
Ten Steps on the Road to Efficient (SG)
A Lesson From a Mentor I’ll Never Forget (SB)
Software is About to Eat The World Much Faster (MA)
On 11 Other (more important) Forms of Currency (RF)

C. Alpha Ideas SME Stars – 2026 Edition

Alpha Ideas SME Stars – 2026 Edition (AI)

D. Personal Finance

Why Do We Struggle to Save? (LT)
The Wealth Curve is Backwards (SC)
Humility Is Your Greatest Asset (TS)
When Markets Compound Age Instead of Wealth (AS)
How to Think About Risk in Portfolio Design (PI)
A Short History of Trend-Following and Momentum (CS) (NE)
Fund Delivering as Promised, but Investor Still Unhappy? (LM)
You’re Not Tough Enough to Earn These Huge Returns (WS)

E. Other Articles

Stupid Money (NI)
Myth vs Reality (MG)
The Benefit of the Doubt (MC)
Approach to Contrarian Investing (CFA)
How to Invest When Your Portfolio Gets Bigger (CS)
Nifty RSI Back Below 30: Time to Watch for Positive Divergences (NT)
The Multibagger Inflection Point: How to Buy Before Earnings Become Obvious (DP)
My Journey Through Depression, the Stigma Around It, and What the Bhagavad Gita Gave Me (CE)

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