www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Top Down & Bottom Up (AQ)
Factor Investor Report – February 2026 (FI)
India Story – Calm Inside, Storm Outside? (GW)
Following The Promoters: Open Market Buying from 1st Jan 2026 to 6th March 2026 (NT)

B. Entrepreneurial Diary

The Brand Age (PG)
Information Diet (DA)
Why is Private Equity Crashing? (CS)
You Become The Story You Tell Yourself (LT)
The Analyst’s AI Stack: Tools Change, Sound Logic Endures (CE)
How to Build a Profitable Consumer Business in India (YT)

C. Shit Happens

Perspectives (II)
Shutup & Wait (SN)
Long-Term Recency Bias (CS)
When Your Stock Price Drops 80% (AI)
How to Construct Portfolios via 4 Levers (AK)
When War (and Other Major Events) Hit Wall Street (NI)
When the World Feels Dangerous: Why Your Portfolio Shouldn’t Panic (WK)
Why I’m Not Selling: The Math of War and Intrinsic Value (DP) (IF)

D. Personal Finance

Preparing Without Predicting (CS)
Should You Chase Last Year’s Top Funds? (ET)
No One Wants to Look at Debt: S Naren (SN)
The Rising Cost of Global Education (IF)
Are Your Beliefs Assets or Liabilities? (DD)
Long-Short SIFs – Derivative Strategies (PI)
The Long Game Is Simple, But Not Easy (SN)
From TV Stock Tips to Index Funds: My Investing Journey (FF)
Financial Checklist Before Having a Child in India (BN)
SEBI Introduces Voluntary Debit Freeze Facility for Mutual Fund Folios (CM)

E. Other Articles

This Too Shall Pass (II)
Vision Vs. Execution (VK)
The Cycle You Can’t See Because You’re Inside It (PK)
Market Thoda Sasta Lag Raha Hai. Kya Karein? (MP)
Why Is It So Hard to Predict Financial Markets? (BI)
The Wealth Mindset: Why HNW Fear Regret More Than Risk (WT)
Secret Investment Strategy to SURVIVE a Market Crash (JP)
How Do Higher Oil Prices Impact Stock Market Returns? (CS)
Analyzing the Decision Making of the World’s Best Investors (MC)

“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