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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Oil Shocks and Indian Stocks (CI)
Cumulative vs. Cyclical Knowledge (CF)
Nifty 50 – Value or Momentum Investing? How to Act? (SI)
Bounce or Rally after Smallcap Pessimism is Crazy and Sharp (NT) (RS)

B. Entrepreneurial Diary

The Second Order (GW)
What A World (A few Stories) (CF)
Venture Capital Doesn’t Exist (IN)
Enterprise Adoption of AI: An Opinion (KI)
From Fiber to Fashion: Value chain, Brands & Tariffs (PPFAS)
The Real AI Revolution isn’t Software. It’s Farms, Mines, and Trucks (YT)

C. Personal Finance

Buying The DIP (ET)
Gold in a Bubble? (AK)
Financial Independence is Easy (MM)
The First $10,000 is the Most Important (DD)
Why Do Rich People Still Borrow Money? (CS)
FD vs Debt Fund vs Bonds: Which Is Actually Safer? (BN)
Thinking to Sell Now and Buy Back Cheaper? – Here’s What It Costs (CM)
5 Blind Men’ Framework to Evaluate Where We Are in The Equityarket Cycle – Bull, Bubble or Bear? (AK)

D. Other Articles

Resilience (VI)
Answering The Currency Riddle (RN)
Kenneth Andrade on Beating Bear Markets (SS)
The Most Powerful Force in Investing (SN)
How to Spot the “Superstars” of the Market! (HV)
The Worst Asset Class For the Next 5 Years (CS)

“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