Skip to main content

The Infant Learner: 25 October...

The Infant Learner: 25 October 2025
 www.mfp.co.in The Infant Learner Some stuff I read this week: A. Market Research MFP Market Report Card (MFP)Sanity Check on the Markets (BI) B. Entrepreneurial Diary If You Get the Chance (CF) Surviving the AI Capex Boom (SC) A New Front Opens in The Chip Wars (FS) AI’s Brain is Growing. Ours is Shrinking (HI) [...]

The Infant Learner: 18 October...

The Infant Learner: 18 October 2025
 www.mfp.co.in The Infant Learner Some stuff I read this week: A. Market Research MFP Market Report Card (MFP) View on Indian markets (PT) Factor Investor Report - September 2025 (FI) 2000 years of Indian Economic History...in 20 tweets (AR) B. Entrepreneurial Diary Life is All About Trade Offs (II)The Great Private Equity Ruse (LT)Hetty Green: [...]

The Infant Learner: 11 October...

The Infant Learner: 11 October 2025
 www.mfp.co.in The Infant Learner Some stuff I read this week: A. Market Research MFP Market Report Card (MSP) What To Think When You Think About Gold & Silver (DSP) Dead-Cat Bounce or New Bull? Decoding 2025: Gold, Silver, Large Caps & IT (SK) B. Entrepreneurial Diary In Search of Excellence (MI) 10 Climate Tech Cos [...]