www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)

B. Entrepreneurial Diary

10 Breakthrough Technologies 2023 (MIT)
What Does the Rest of the World Not Get About India? (KB)
The Most Powerful Paradoxes of Life (SB)
How To Be Successful (SA)
On Private Equity Valuations (MF)

C. Short Sellers – The Anti-heroes of Financial Market

The Man Behind a 50 Billion Sellof (LM)
It’s Not Easy Being a Stock Market Villain (WP)
Short Sellers – The Anti-heroes of Financial Market (YT)
The Art of Short Selling (NI)
How to Survive a Bear Attack — Lessons for Adani in Ambani’s Stock Market Victory (TP)

D. Personal Finance

Decoding Budget 2023 (CM)
How Long is the Long Term? (RR)
How Many Funds Should I Invest In? (PI)
How to Invest in Indian Large Caps – Active or Passive? (AK)
The Difference Between Arithmetic and Geometric Returns (KL)
Why Investing in Last Year’s Winner May Prove to be a Dud (MC)

E. Other Articles

The Itch (PY)
How NOT to Bet (SN)
On Position Sizing (MS)
The Antidote to Envy (MT)
Why is Gold Valuable? (DD)
Practical Approach to Valuation (CB)
‘Paying Up’ for a Great Business (BB)
Surviving Market Inflection Points (NI)
The Best & Worst Decades to be a Saver & Investor (CS)
Manish Bhandari Interviewed by Vincent Gave (VC)
Bruce Greenwald on the Future of Value-Oriented Investing (MOI)

“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