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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Transcript (DSP)
The World in Which We Live Now (NT)
Factor Investor Report – August 2025 (FI)
Capitalmind India Flipbook – August 2025 Edition (CM)

B. Entrepreneurial Diary

Dotcom on Steroids (GQ)
How To Build A Cult (YT) (SP)
AI Will Not Make You Rich (JC)
The Boom-Bust Cycle of New Industries (NI)
The Best Idea in Modern Investing: Scale Economies Shared (TM)

C. The Rise of Influencer Capital

Trading Games (DD)
Let AI Analyse, And Expert Advise (OM)
Influencers are Not the Problem (SN)
Menace of Finfluencers (FI)
The Rise of Influencer Capital (NY)
Options Trainers, Stock Tipsters, Influencers and Other Disgusting Creatures (IH)

D. Personal Finance

One Of My Favorite Charts (CM)
The Art of Spending Money (CF)
The Seven Sins of The Stock Market (GS)
Why You Should Invest Right Now (OC)
SIP: An Easy Exit for FIIs & Promoters? (IC)
Where Do Gold ETFs and Gold Mutual Funds Actually Invest? (BN)
How Come My Grandparents Afforded A Big Home and I can’t? (LT)
10 Things I’ve Learned About Wealth Management in 10 Years (CS)
How to save LTCG tax when selling mutual funds and property u/s 54 and 54F (MC)

E. Other Articles

Thinly Spread (BI)
Total Concentration (VC)
The Perils of Thesis Drift (MC)
How to Navigate Difficult Markets (YT)
Maximising Sleep-Adjusted Returns (SB)
Luxury Retail: Investing in Indulgence (PPFAS)
Are Markets Fractal? The Case for Maximum Diversification (AS)
Inside the Rs. 250-cr Gameskraft CFO fraud: What the FIR against ex-CFO reveals (FI)

“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