www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
INFLO Newsletter November 2026 (INFLO)
Momentum Shift to Up – High FII cash buying, Short Covering, Sharp Nifty uptick (NT)
Fundamentals Don’t Re-rate Small/ Micro Caps. Sentiment and Liquidity Do (91)

B. Entrepreneurial Diary

Learning from Rejection (SG)
The Long Shadow (MI)
A Layman Thinks About AI (HM)
A New Vision for Human Work After Automation (YT)
Why isn’t AI showing up in productivity? (Yet.) (ZD)
23 Lessons I Learned From Robert Greene On Life, Work, and The Sublime (RH)

C. What’s Driving the Stock Market Returns?

Earnings & Expectations (CS)
What’s Driving the Stock Market Returns? (CS)
The Case For and Against Dividend ETFs (DD)
The Perfect Company Does Not Pay Dividends (TM)
Simple But Not Easy: Building Blocks For Wealth Creation (PPFAS)
Forget FPIs. Follow the Earnings: Sanjay Bakshi on Investing in India (SB)

D. Personal Finance

Stay the Course (JV)
Is FOGO The New FOMO? (TS)
Which is better: Buy or Rent? (LT)
Diversification for Debt Investors (RS)
A Retirement Test You Don’t Want To Fail (RM)
Building Wealth in Your 30s: What Should Come First? (ND)
Inside a client’s ₹1.45 cr portfolio, and how we fixed it (ST)

E. Other Articles

Find the Bull Market (MC)
The Gamble of Your Life (DD)
UK Equity Exceptionalism (BI)
How to Spot a Market Bubble (PI)
Expect Less and Appreciate More (CS)
Capital Controls: From Forecast to Policy (RJ)
What We Learned From Our Own Mistakes (RS)
I’m Not a Value Investor. I’m a Value-Added Investor. (MC)
We backtested Every Stock List in 30 years of Motilal Oswal Wealth Creation Studies.(INFLO)

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