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The Infant Learner: 29 Novembe...

The Infant Learner: 29 November 2025
 www.mfp.co.in The Infant Learner Some stuff I read this week: A. Market Research MFP Market Report Card (MFP) B. Entrepreneurial Diary Four Labour Codes, One Big Leap (ET) (IE) Understanding the AI CapEx Boom (ES) The Turnaround Man- From PSUs to Spicejet (ZI) You’re Gonna Need This Now More Than Ever (RH) Culture x Capital: [...]

The Infant Learner: 22 Novembe...

The Infant Learner: 22 November 2025
 www.mfp.co.in The Infant Learner Some stuff I read this week: A. Market Research MFP Market Report Card (MFP) Rising Sun, Rising Yields: Will Japan Trigger The Next Global Shake (AI) B. Entrepreneurial Diary AI Eats The World (BE) The Great AI Trade: Energy (MS) The Future of Private Equity (EC) Stay in the Game Long [...]

The Infant Learner: 15 Novembe...

The Infant Learner: 15 November 2025
 www.mfp.co.in The Infant Learner Some stuff I read this week: A. Market Research MFP Market Report Card (MFP) Top Down & Bottom Up (AQ) Factor Investor Report - October 2025 (FI) B. Entrepreneurial Diary Lindy Effect (II) More vs. Better (CF) The Water Glass Effect (SB) A Good Business vs. A Useful Idea (SG) The [...]