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: August 2025 (AQ)
The Latest Edition of Wealth Conversations (FI)
How Much are Indians Buying: A Story Told Through Con-calls (ZD)

B. Entrepreneurial Diary

What A World (A few Stories) (CF)
Kingdoms are Built on Customers, Not Capital.. (NK)
How a Small Team Built Google’s First Indian Consumer Acquisition? (IN)
Ryan Petersen: Tariffs, Y Combinator, and the Future of Global Logistics (SP)
Quantum Theory of Venture Capital: Why Traditional Investing Fails in Startups (VC)

C. Personal Finance

Should Your Kids be Your Safety Net? (ML)
How F&O Trading Shattered a Family (FE)
The First $10,000 is the Most Important (DD)
How Much Wealth Do You Need to Retire? (YT) (MI)
Retirement Is Only Halfway Up The Mountain (TS)
The 6 Components of Behavioral Loss Tolerance (BI)
5 Blind Men’ Framework to Evaluate Where We Are in The Equity Market Cycle – Bull, Bubble or Bear? (AK)

D. Other Articles

The Calculus of Value (HM)
Does Moat Investing Work? (FS)
Wise Words on Market Cycles (NI)
The Most Profitable Word in Investing (SN)
Investing Against the Tide by Anthony Bolton (MC)
Why Trump Tariffs Won’t Trigger ‘Reforms’ (MC)
The Power of Position Sizing in Portfolio Management (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