www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Indian Market Cycles and More (NT) (PPT)
This Is The Time To Buy Rupee Assets, Not Bet Against Them (DSP) (SK)
Market Euphoria is Over. Best Time to Buy Stocks after COVID : S. Naren (SN)

B. Entrepreneurial Diary

Courage vs. Excuses (SG)
What Wins In a World Without Limits (DP)
The Most Powerful Decision Making Razors (SB)
The Little Things that Result in the Big Things (MC)
The Mathematical Reason Most People Never “Make It” (KG) (NB)

C. The Indispensability of Risk

SIP Investing Is Not Magic (SK) (DSP)
My Best Investing Decision (VI)
The Indispensability of Risk (HM)
Apply the 80/20 Rule to Build Wealth (CC)
Prashant Jain’s Last Note for HDFC MF (PJ)
On Surviving: Three Ideas From 30 Years of Investing (SN)

D. Personal Finance

No Pain, No Premium (TB)
Creating The Perfect Portfolio (CS)
That Last 20% Was Never Yours to Keep (MW)
The World Doesn’t Know You Feel Broke (TS)
Should You Replace Your Gold ETFs with EGRs? (PI)
Why Cutting Costs Does Not Result in Investment Success (PI)
Retirement Is Personal — Stop Comparing Net Worth and Move On (BN)
What Kind of Returns to Expect from The Available Global Fund Options (SK)

E. Other Articles

The Last Moat (MC) (PP)
Is This The Pharma Supercycle (SOIC)
Indian Aerospace opportunity (AG)
50 Years of Stock Market Returns (CS)
Explaining Your Strategy to a Child (RP)
Working Capital: No. 1 killer of Profitable Companies (EM)
Don’t Confuse Something Scarce for a Novel Asset Class (AR)
5 Investing Lessons Based on 17 + Years of Investing Experience (EM)
Buy The Trough, Sell The Boom: Mastering Cyclical Investing Strategies for Market Success (JP)

“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