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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Factor Investor Report – April 2026 (FI)
TEMPO by Edelweiss Mututal Fund (ED)
Small/ Microcaps Make Multi-Baggers. Then They Take Them Back (91)

B. Entrepreneurial Diary

The Talent Stack (TR)
Why I Avoid Tech (PC)
The Power of Quiet (TD)
Phil Knight Founder of Nike (CC)
The Basics of Becoming Wise (DF)
Vinod Khosla: “Don’t Rely on What The World Tells You is Possible. Create The World You Want.” (ST)

C. Why I Pray For A Long Bear Market?

Sequence of Returns (CS)
Praying for a Bear Market (RR)
Why I Pray For A Long Bear Market? (SI)
Path Dependence: A Lesson for New Investors (SN)
You Want The Bad Years Now, Not Later (CM)

D. Personal Finance

Fogged Windshield (II)
How to Ensure Financial Misery (JC)
Never Take Candy from Strangers (LM)
Should You Really Diversify Globally? (CC)
How to Deploy Money in a Retirement Bucket Strategy (FF)
The Risk-Wealth Paradox: Why More Money Means You Should Take Less Risk (DD)

E. Other Articles

We Are Vikings (MC)
Forensic Workshop (NM)
Equity, FDs, or Gold? (RT)
Climbing a Wall of Worry (CM) (SD)
The Math Behind Position Sizing (HC)
Stock Duration: What It is and Why It Matters (FS)
Why Are Hedge Fund Managers Always Bearish? (CS)
Berkshire After Buffett: A Test of the Halo Effect (CI)
Is the Small-Cap Crash FINALLY Over? Samit Vartak’s 2026 Strategy! (SS)
AI Bubble, The Debate Over FIIs & Is It The Right Time To Invest? (PT)

“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