www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Daily Investor Edge (SI)
“Thappad se Dar Nahi Lagta, Consolidation se Lagta Hai.” (NT)
What Does Data Signal About The ‘Bounce’ by DSP Mutual Fund (DSP)

B. Entrepreneurial Diary

The Most Valuable Skill (FS)
The India-UK FTA Explained (FS)
Is AI Rapidly Killing Attention to Detail? (FF)
Overview of Indian Stationery & Arts market (PPFAS)
A Story the World Must Never Forget: Anne Frank (AL)
How Birla Opus is coming to take over Asian Paints (FF)

C. Learning From Berkshire Hathaway’s Annual Meeting

Compounding Goodwill (GB)
Lessons from Warren Buffett (MS)
Warren Buffett’s Timeless Wisdom: Notes from Berkshire’s 2025 AGM (SN) (SC)
Why There Will Never Be Another Warren Buffett (WSJ)
How Warren Buffett Changed the Way Investors Think of Investing (NY)
Signing Off After Sixty: Warren Buffett Leaves The Stage (KW)

D. Personal Finance

Future Proof Your Wealth (TS)
Why it’s Hard to Create the first Rs 1 CR? (GS) (JI)
Borrowing From Your Future Can Cost You Everything (DD)
100 Years of Stock Market Crashes – How Long to Recover? (BN)
Are Term Life Insurance War Exclusions Valid for Civilian Death? (BN)
Nifty 50 Performance During Periods of Conflict With Our Neighbor (TS)

E. Other Articles

Business Valuation (CW)
The Portfolio Problem (BI)
The Price of Freedom (SN)
How John Patterson Played the Business Cycle (NI)
The Greed & Fear Tango: The Markets in April 2025! (AD)
30 min with $7Bn Fund Manager, 25 Years of Investing Revealed (AK)

“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