www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Factor Year Report 2025 (FI)
Top Down & Bottom Up (AQ)
SageOne Investor Memo Jan 2026 (SO)
India Valuations: From Re-rating To De-rating? (DSP)
AI, Current Markets and Power of Visualization (SI)

B. Entrepreneurial Diary

Best Indian Startup Investments (RM)
Beware of What You Wish For (MG)
The Big 5 Predictors of Success (DF)
Optimism Sounds Like a Sales Pitch (CF)
Finding Calm Through Focus in An Age of Distraction (BT)
China’s Genius Plan to Win The AI Race is Already Paying Off (FT)

C. The Sunk Cost Trap: Why We Throw Good Money After Bad

The Full Reset (CF)
Winning and Losing (MC)
The Sunk Cost Fallacy (DL)
The Sunk Costs of Market Timing (CS)
Surviving Mt. Wealth’s Death Zone (SN)
Michael Steinhardt – In His Own Words (MC)
The Little Book of Behavioral Investing by James Montier (NI)
Venture Capitalists Find It Tough to Escape The ‘Sunk Cost’ Fallacy (VK)

D. Personal Finance

Is Inflation Higher Than We Think? (DD)
Is Diversification Finally Working Again? (CS)
How To Know When To Spend A Lot Of Money (TS) (CS)
Why Consistent Fund Performance Is Overrated (MS)
How To Make Your Health And Wealth Anti-Fragile (TS)
The Art of Execution by Lee Freeman-Shor (NI) (CM)
When It’s Worth Paying Up for Funds, and When It’s Not (MS)
The Rent vs. Buy Debate: Why Excel Sheets Fail in Real Life (FF)
Is Real Wealth Creation Possible for Salaried Indians or Should Investors Reset Their Expectations Amid Volatility? (BT)

E. Other Articles

Go, Ruin Yourself (SN)
Anatomy of a Multibaggers (SI) (SOIC)
The Index is Lying to You (a little) (CM)
What We Do When Things Go Up (a lot) (BI)
Is This The Beginning of A Bear Market? (ET)
How To Spot Balance Sheet Red Flags Before EVERYONE Else (YT)

“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