www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
2026: Q3 Returns (NI)
Factor Investor Report – September 2026 (FI)
Every Indian Market Crash Since 2000: What Happens Next? (SI)

B. Entrepreneurial Diary

Q.U.A.L.I.T.A.T.I.V.E (MI)
Look at Your Fish (MC)
What I Learned from Attending an AI Class at Stanford (RM)
An Engine Is Not a Car: My Talk at CFA Society India, Mumbai (CE)

C. Behaviour Gap

Mind the Gap US 2026 (MS)
You May Not be Earning as much as Your Fund is (VR) (CM)
The Irresistible Siren Song of Recent Returns (2P2)
What is the Behaviour Gap and How Can Investors Close it? (BI)
Behavioral Performance Attribution of Retail Investors’ Portfolio Returns (SG)
Chasing: The Best Managers Can Deliver, But You Can Still Spoil Your Experience (DSP)

D. Personal Finance

Playing the Wrong Game (DD)
How Much Money is Enough Money? (MOS)
Better Investment Right Now: Stocks or Bonds? (CS)
The Butterfly Effect and the Stock Market (INFLO)
When Panic in The Market Makes You Want to Sell (LT)
The Reasonable Formation of Unreasonable Things (CF)
Is It Time to Rethink SIPs—or Rethink Our Patience? (SK) (DSP)
What Do the Best Investors Do That the Rest Don’t?  (BI)
One Retiree Kept Crores. The Other Ran out of Money (TR)
Is it Right to Compare Low/No Nifty50 returns presently with Bank FD rates? (SI)

E. Other Articles

Keep Evolving (MC)
Tail Risk Protection (AA)
When Do Fundamentals Matter? (BI)
To be a Contrarian- Easy on Paper, Tougher to Do (HI)
Why Imagining the Worst Can Be for the Best (LK)
A Bear-Case Scenario for The Long-Term, Diversified Stock Market Investor (TK)
The Granary and the Field: Reflections on the last 6 Months as an Investor (SH)
Quick Thoughts: Tampa Bay Rays, Moneyball’s Goal, Herd Behavior and Compounders (BH)

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