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The Infant Learner

Some stuff I read this week:

A. Market Research

Factor Investor Report – June 2026 (FI)
The Report Card by DSP Mutual Fund (DSP)
India – The Multi-Trillion Dollar Opportunity (MS)
Presentation: Identifying Market Turns, Riding Themes (SOIC)

B. Entrepreneurial Diary

The Secret of Weak Competition (MI)
What I Wish Someone Had Told Me (SA)
The Science of Learning to Let Go (NL)
Largest American Companies 1994-2025 (AB)
Why are Investors Suddenly Obsessed with Schools? (FS)

Mental Models for Investing

25 Useful Ideas for 2025 (GW)
Mental Models by Mohnish Pabrai (MP)
Kuntal Shah’s Mental Models for Investing (KS)
Mental Models That Change How You Think (BG)

D. Personal Finance

Retiring @40 (BT) (FF) (AP)
Boredom- A Manifesto (HI) (TS)
The Shape of Your Risk (MW)
The Two Engines of Financial Freedom (MF) (BN)
Is 90/10 Better Than 60/40 in Retirement? (CS)
An Emergency Fund Is Not a Math Problem (AC)
Financial Backlog: Why Smart People Hold Bad Investments (PI)
EPF Scheme 2026: EPF, EPS and EDLI Rules Explained Fully (BN)
A Century of U.S. Stock Returns: Expect the Unexpected (DD)

E. Other Articles

The Cult of Equities (CS)
PPFAS Return Attribution (IN)
Same Process. Different Outcomes.(MC)
Hindsight is Not a Great Teacher (2P2)
When Do Index Providers Launch New Indices? (IN)
Terry Smith – From Value to Momentum (IS)
4 Sectors and a Lesson in Wealth Destruction (DH)
The IPO Trap: Why Chasing New Listings Destroys Returns (CM)

Mandatory Disclosure & Disclaimer

Registered Name: Paramjeet Redu
Registration Number: ARN-97379
I am an AMFI-registered Mutual Fund Distributor and Certified Financial Planner® (Certification No.-74241).
This communication is for informational purposes only and should not be construed as investment advice. Mutual Fund investments are subject to market risks. Investors should consult a SEBI-registered Investment Adviser (RIA) before making investment decisions. Please read all scheme-related documents carefully before investing.

“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