www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Transcript (DSP)
Brave New World Sep 2026 (RJ) (PT)
Great Time to Buy Indian Markets (WOC)

B. Entrepreneurial Diary

The Business of Access (MS)
Is Startup Equity a Bad Deal? (DD)
Which Promoters Create Wealth? (IK)
Everyone Needs a Pensieve like Dumbledore (HI)
The Paradox at The Heart of AI and Science (YT)
Benedict Evans – Masterclass on AI, Its Impact on Jobs, Productivity and Implementation in Organizations (CE)

C. Time, Not Timing, Is What Matters

‘Exposure Therapy’ for Investors (TK)
Never Attempt To Dollar Cost Average A Coin Flip (TS)

D. Personal Finance

Investments- Getting Organised (BB)
Don’t Do This to Your Money (MT)
Hospital Room Rate Caps: Are They Practical? (PI)
ETFs Are Getting Wackier. Investors Must Stay Sane. (WS)
The iPhone Effect: Scarcity, Status & Investor Psychology (II)

E. Other Articles

Adaptive Momentum, Rebuilt (CM)
Three Types of Stop Losses (SOIC)
Confessions of a Macro Tourist (NM)
Is AI Making Investors Dumber? (MC)
Understanding Gold Metal Loans (91)
Seeking the Elusive Market Oracle (NI)
How High-Speed Traders Made Billions in India (BBC)
India’s Aerospace Stocks: Real Opportunity or Hype? (PI)
Overpaying for Greatness: A Base-Rate Check (SN)
Shall We Repeal the Laws of Economics (HM)
Re-Understanding Capital Market Real Estate Investments for Investors (PPFAS)

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