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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Beyond the Index (SOIC)
Factor Investor Report – May 2026 (FI)
The Inflection Point of The Textile Sector (AG)
Decoding FPIs: The Global Capital Behind Indian Markets (EM)

B. Entrepreneurial Diary

The Family Feeling (MI)
The Math of Curiosity (PI)
Return on Tokens (NB)
AI: The Biggest Capital Misallocation in History (YT)
The Four Walls Are Cracking: A Case for AI (PT)
Decoding Bain’s India Venture Capital Report (ZD)

C. Things People Say or Think During Bull & Bear Markets

Bull Markets (MC)
Smart Moves = Financial Freedom (MI)
Why Can’t the Stock Market Grow at 15% Forever? (CS)
The Difference Between a Bubble and a Cycle (CF)
Why It Is Better To Be Foolish At The Start Than At The Finish (JG)
Stock Markets Bring Out Your Animal Behaviour: Siddhartha Bhaiya (SB)

D. Personal Finance

SIP vs Lumpsum (MW)
Barbell’s a Survival Strategy (IR) (MW) (CS)
The Diversification Test (CS)
Have Three Index Funds? Look Closer (VR)
Investing Is A Double-Edged Sword (TS)
Investment Education Leads to Financial Health (SB)
What Do Investors Believe They Can Do But Can’t? (BI)
20% $ Returns for NRIs (AI) (DS) (FE)

E. Other Articles

The Sloan Ratio (OV)
Q4 FY2026 Letter to Investors (SL)
The 7 Questions That Changed My Investing (BI)
Who Really Makes Money During a Boom? (LM)
Investors are Always Miss-Excited at the Peak (CG)
Management Meetings: Access without Attachment (MC)
A Pessimistic Take on Optimistic Growth Forecasts (AA)
A Century of Stock Market Winners—and Why Most Stocks Failed to Deliver (WM)
12 Proven Profit-Taking Strategies Every Stock and ETF Investor Should Know (HC)

Mandatory Disclosure & Disclaimer

Registered Name: Paramjeet Redu
Registration Number: ARN-97379
I am an AMFI-registered Mutual Fund Distributor and Certified Financial Planner® (Certification No.-74241).
This communication is for informational purposes only and should not be construed as investment advice. Mutual Fund investments are subject to market risks. Investors should consult a SEBI-registered Investment Adviser (RIA) before making investment decisions. Please read all scheme-related documents carefully before investing.

“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