www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Capitalmind India Flipbook – July 2025 Edition (CM)

B. Entrepreneurial Diary

Ferrari Status (CF)
Start-up Investing (BC)
Lessons from Peter Thiel (JD)
Cracking the Consumer VC Code With Nikhil Vora (NV PPT) (BS)
Product Company DNA is Different Than Services Company (NS)

C. Personal Finance

Financial Wellness (KS)
The Best Time to Invest (CS)
Barbell’s a Survival Strategy (RN)
Don’t Let Comfort Creep You Out (TS)
Millionaires & Delusions (CS) (DD) (NM)
11 Things I’ve Learned as a Financial Planner (KF)
The Rs 10 NAV Myth: Why a ‘Cheap’ Mutual Fund is One of Investing’s Biggest Lies (FE)

E. Other Articles

What is Log, Anyway? (JL)
Is The S&P a Thirst Trap? (CC)
Nothing Works All the Time (CS)
Stock Markets Go To Extremes (HD)
What is the Illiquidity Premium? (BI)
Why Investors Should Be More Like Athletes (NI)
Why Can’t the Stock Market Grow at 15% Forever? (CS)
10X Microcaps and Multibaggers – What Really Drives High Returns? (MC)
Building Wealth with Anup Maheshwari: Understanding Stock Valuation & Market Trends (SS)

“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