www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Quarterly Business Bytes – Q2FY23 (SI)
Factor Investor Report – November 2022 (FI)
Latest Economic Trends, Data Points & Insights from DSP Netra

B. Entrepreneurial Diary

OCEN: A Conversation (TF)
BharatPe Story (AJ)
10 Breakthroughs of the Year (TA)
LVMH and The Luxury Strategy (PC)
The Hype Cycles of Venture Capital (VC)
Amrish Rau of Pine Labs on Differences Between Being a Founder & CEO (TK)

C. Investing in the Unknown and Unknowable

The Uncertain Mind: How the Brain Handles the Unknown (NL)
Coronavirus : From an unknown unknown to a known unknown (LT)
Investing in the Unknown and Unknowable (RZ)
Understanding the Universe of the Unknown and the Unknowable (FP)
Overcoming The Fear of the Unknown (SB)
Howard Marks Memo: Dare to Be Great (OC)

D. Personal Finance

Even God Couldn’t Beat SIP (DD)
Should You Invest at Market Highs? (CM)
Don’t Try to Get Rich Twice (CS)
Getting Wealthy vs. Staying Wealthy (CF)
How Credit Cards Sucker You with Hidden Interest Charges (CM)
Why You Should Buy Health Insurance Now, And Not Wait Till Retirement (MC)

E. Other Articles

100-Bagger Story (WH)
Art of Stock Picking (GD)
Quality at the Right Price (BL)
The Journey to be a Full-Time Investor (II)
Three Engines of Value by John Huber (Password: d*nm+=c{(1f)
The Benefit of a Bear Market in Everything (NI)
New Reality For Investors: 5 Big Trends Changing Markets (CG)
Joel Tillinghast: How To Hold A Stock For 20+ Years (WG)
Learning the Wrong Lessons; Style Drift; and Why Smart Value Investors Underperform (LT)

“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