www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Why Are FPIs Selling? (BS)
Perspective on the Markets (WQ)
Top Down & Bottom Up (AQ)
5 Market Charts That Can Help You Decide – Buy, Hold or Sell (UC)

B. Entrepreneurial Diary

An Investor Manual (FM)
The Bar Only Gets Higher (DD)
Lessons from Acquiring 586 Companies (JC)
Is Non-Consensus Investing Overrated? (AZ)
Default Choice Worth > $ 20 Billion A Year! (FF)

C. The Best Investment Strategy: DISCIPLINE

Active Patience (MC)
The Nine Box Investment Charter (TR)
The Importance of Temporal Diversification (DC)
Patience: The Most Underused Investing Skill (TS)
The Best Investment Strategy: DISCIPLINE (PC)
Interview with Anil Goel (AJ)
Q&A with Chris Mayer (WH)
The Art of Patience: How Delayed Gratification Builds Wealth (DF)

D. Personal Finance

A 5% Decade (SN)
Truth Not Included (TS)
Life Isn’t a Spreadsheet (SC)
The Downsides of Wealth (CF)
Don’t Optimize Everything (MS)
All You Need To Know About SIPs (DSP)
How Come My Grandparents Afforded A Big Home and I can’t? (ML)
Think a Registered WILL Is Safe? Supreme Court’s 2025 Ruling May Surprise You (BN)

E. Other Articles

Good for Who? (BI)
Inventing Problems (HD)
The Rush into Hard Assets Has Just Begun (DR)
The Essential Qualities of Great Investors (WG)
Exponential Growth Industries: Opportunities & Cautions (PK) (SC)

“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