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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)

B. Entrepreneurial Diary

Conscious Snakes (MC)
From Hustle to Scale (MC)
Intellectual Humility Is a Cop-out (ET)
My Address to ITM PGDM 2023 Batch by Sahil Kapoor (SK)
How to Succeed and Thrive in a Career You Love – Bill Gurley (YT)

C. Punchcard Investing

Concentrating on the Best (CM)
What Warren Buffett Has Never Done (BH)
Practicing a “Punch Card” Approach to Investing (SC)
Concentrated Investing by Benello, Van Biema, Carlisle (NI)
Project Punch Card – How To Be a Great Analyst by Alix Pasquet (AP)

D. Personal Finance

Asset Allocation Strategies (KS)
New Asset Class: Senior Living (BI)
How to Spend More in Retirement (DD)
23 Lessons About Money and Investing (FL)
The Story of India’s Unluckiest Investor (MH)
How Should You Judge Your Investment Performance? (CS)
Decoding Equity Savings Funds: Are They Right For You? (AK)
How I Use Glide Path Investing in Planning for My Child’s Education (CM)

E. Other Articles

Life is Short (SN)
A Few Questions (CF)
Time to Change? (HD)
What Do You Believe? Why? (BH)
The Most Important Thing(s) (BI)
The 11 Best Investing Books (DD)
The Problem of What Others Think (MT)
Guy Spier: The Power Of Doing Nothing (AM)
What is the Safest Investment Asset? (MF)
On Investment Firms, Brand & Reputation (BH)
The Most Overlooked Trait of Investing Success (CF)
Your Stock Picking Cousin Doesn’t Stand Chance: 9 Eye-Opening Charts (BW)
“Challenging the Traditional ‘Value Investing’ Notion” with Rohit Chauhan (SI)

“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