www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
SPIVA India Year-End 2022 (SP)
Factor Investor Report – March 2023 (FI)

B. Entrepreneurial Diary

Life is Short (PG)
Read Old Books (CF)
3 Lessons I Learned From Publishing a Book (DD)
Make Something Wonderful: Steve Jobs In His Own Words (SJ)

C. Value Chain of Long-Term Investing

Conviction Investing (MC)
Value Chain of Long-Term Investing by Utpal Sheth (US)
The Best Investment Strategy: DISCIPLINE (PC)
Patience: The Most Underused Investing Skill (TS)

D. Personal Finance

SIP Analysis Report (WOK)
The Soul of an Investor (JZ)
Behavioural Biases in Investing (DSP)
An Inferno of Compound Interest (BI)
When Should You Sell Your Mutual Funds? (MC)
Are Suicidal Deaths Covered By Life Insurance Policies? (FE)
Survival of the Fattest- Making Ends Meet After Retirement (BB)

E. Other Articles

Worry About the Right Things (RI)
A Few Lessons on Showing Up (MT)
Worst Financial Deals in History? (YM)
Three Golf Stories About Investing (MC)
How to Evaluate PSU Companies (PPFAS)
The Commonalities of Superinvestors (IT)
Vishal Khandelwal Interview with Jason Zweig (VK)
VJ’s Annual Letter to Partners: FY2022-23 (VJ)
On Distinguishing Honest From Dishonest Signals (CW)
Common Sense Equity Investing: Don’t Overlook the Obvious (IV)
Mohnish Pabrai: The Investing Concept Of ‘Circling Your Wagons’ (AM)
100 Baggers: Stocks That Return 100-to-1 and How To Find Them (TS)
Why Investors Should Focus on Free Cash Flows & Not Just on Operating Cash Flows to Avoid Landmines (2P2)

“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