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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Factor Investor Report – March 2026 (FI)
Can You Guess The Cheapest Country? (IF)
Latest Economic Trends, Data Points & Insights from DSP Netra (DSP)

B. Entrepreneurial Diary

Bias for Now (II)
Long-Term Money (CF)
What’s Going on in Private Credit? (HM)
Here’s How To Live: Master Something  (SI)
There Will Be No Permanent Underclass (DD)
The Long Game: On Building Conviction in Things That Take Decades to Be Obviously True (NC)

C. Small Steps, Big Wealth

Journey Of An SIP Investor (AK)
Don’t Confuse Busy With Productive (TS) (RG)
Principles for Investing Success in Four Figures (VG)
Can the Typical Person Become a Millionaire? (DD)

D. Personal Finance

Stay the Course (SW)
The Evolution of Alpha (RW)
There is No Free Lunch (SS)
Avoid Ultra-Processed Investment Fees (TS)
10 Best and Worst Days – The Myth and the Map (AT1) (AT2)
Investing More Is Not The Only Thing To Do During Market Corrections (MF)

E. Other Articles

Own Everything (FF)
Bottom Fishing (CS)
The Wrong Thing to Fear (SN)
Sell the Loser. Keep the Lesson (HI)
Are You an Analyst or an Investor? (MC)
Stalwart PMS’ Latest Investor Memo (SA)
AI in Investing: What Changes and What Doesn’t? (2P2)
THE WORST IS OVER! Ravi Dharamshi on India’s Market Comeback (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