www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Theme in Focus: Global Equities (TD)
Gold and Silver vs. The Fed (DR)
If You Survive This Phase, You’ll Win Big (SOIC)

B. Entrepreneurial Diary

Making Startups Powerful (PG)
Capital Allocation Is Dead (IV)
Alan Watts: Everything in Life is a Game (DF)
Risk, Uncertainty, and Profit: A Deep Dive (ZN)
The Dangers of AI and How I Think About Them (AI)
The 25-Year Bet Behind Jumbo King’s Burger Brand (JK)
The Next Great AI Trade is Everything that isn’t AI (MS)

C. Investing for the Right Tail

The Math of Success Is Brutal (TS)
The Biggest Winners in the Stock Market (CS)
Investing for the Right Tail: Asymmetric Wealth Creation Across Public and Private Markets (MT)

D. Personal Finance

Wise Investing (MT)
A Materclass in SIF (INFLO)
How to Get Rich Slowly (RW)
Time Changes Everything (MS)
Which Investing Style Wins? (MW)
Preparing Your Finances for AI Job Loss (PI)
The 4 Life Philosophies That Shape Your Financial Freedom (JI)
What Was the Best Portfolio Over the Last 50 Years? (DD)
Somewhere Between Rs 10,000 and Rs 87 Lakh, Lies A Reality Called Life (DSP)

E. Other Articles

Survive to Thrive (SS)
Every Moat Becomes Moot (IN)
How to Live Off Your Portfolio (MC)
Market lessons from the past 20 Years (FS)
9 Things to Take Pride In (WW)
₹140 Lakh Crore Black Box: SEBI’s Dangerous Blind Spot (BW) (AM)

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