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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Factor Investor Report – July 2025 (FI)
The Chatter: Decoding Capex, Capacity, and Consumer Trends (ZD)

B. Entrepreneurial Diary

Principles of Life (CW)
The Science of Expectations (HI)
Little Rules About Big Things (CF)
Optimizing Ourselves to Death (DD)
Dare to Live. Most People Just Exist (MD)
Paul Graham on How to Get Startup Ideas (PG)
The Glacial Advance: Investing in the Inevitable Tides of Demographic Change (PM)

C. Personal Finance

Fees Predict Performance (JP)
Playing the Ultra Long Game (NI)
Your Last Great Edge in Investing (SN)
Child Education Plan India: Smart Guide for Parents (BN)
Your Retirement Plan Should Account for Bear Markets (RR)
Why Safe Withdrawal Rates Don’t Rise with Higher Equity Allocations (ST)

D. Other Articles

Harder Than It Looks (HD)
How Long will it Last? (MC)
Tape Money vs. Till Money (KR)
Demystifying the PE Ratio (MS)
10 Often-Overlooked Insights (BW)
The Trader in The Mountains (SP)
Where Did the Integrity Go? (DF)
The Biggest Threat to Investors and Traders (PL)
Five Things I Learned From Chris Davis About Intelligent Investing (KW)
The One Rule That Protects My Wealth | Inside Aswath Damodaran’s Personal Portfolio (AD)

“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