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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)

B. Entrepreneurial Diary

Sasha Mirchandani’s 400x Return (AW)
Power in the Age of Intelligence (NB)
India AI Summit: Ops Need to Match Optics (TM)
History of Large, Industry-wide Capital Expenditure (IN)
This Simple Skill Will Put You Ahead In The Era Of AI (RH)
Do Stock Markets Decide What a Business Should Do or Should It Be The Other Way Around? (HI)

C. Personal Finance

Your Perfect Portfolio (HD)
Returns Aren’t Average (MC)
Don’t Major In Minor Things (TS)
Some Things That Didn’t Happen (CS)
Does Money Make People Less Ethical? (LM)
Static Asset Allocation Is a 20th Century Idea (IN)
How to Survive Chaotic Markets  (CS) (UC)
Which is Better, Starting SIP at The Top or Bottom? (WO)
Do SIPs Really Work Long Term? Here’s What 20 Years of Equity Fund Data Suggest (BS)

D. Other Articles

Free Analysis Dashboard (TR)
Annual Letter to Investors 2026 (GS)
The Bezzle and the Bull Market (NI)
Was Buffett Wrong About Gold and Bitcoin? (DF)
The Beautiful Chart That Busts 3 Stock Market Myths (MS)
Investment Teams Need Accountability, Trust and Common Goals (BI)
The Nalanda Antithesis: When a Great Story Becomes a Dangerous Investment (BA)
Fundamentals Don’t Re-rate Small/ Micro Caps. Sentiment and Liquidity Do (91)
AI Fear Trade, Emotional Markets, Avoiding Value Traps, and Current Opportunities (BH)

“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