www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Wealth Conversations – December 2022 (FI)

B. Entrepreneurial Diary

Little Bets (VP)
Demanding and Supportive (RK)
Who Gains and Loses From the New AI? (MV)
The Ceiling Fan Revolution is Here! (FS)
Borrowed Fashion: Indians Flaunt Rental Clothes in Weddings (FI)
Venture Capital – Then, Now, and The Next Decade by Mohit Gulati (CFA)

C. The Making of Indian IT

The Making of Indian IT (YT)

D. Personal Finance

Fixed Income/Debt Funds for FY 2023: S Naren (CNBC)
What Debt Funds are NOT (MS)
10 Thoughts To Deal With Money (CL)
Claim Settlement Ratio of Life Insurance Companies (CM)
How to Plan For Longevity Risk in Retirement (VR)
Learnings from Nassim Taleb on How to Handle Money (ES)

E. Other Articles

Are Great Investors Lazy? (NC)
How to Learn from Others (RA)
Investing Resolutions for Life (CA)
Letter to Stakeholders by Zerodha (ZERODHA)
Investing In an Age of Disruption (TS)
Understanding Microcap/Smallcap Investing (LN)
Twenty Lessons Learned by Michael Batnick (II)
Understanding the Digital Advertising Business (PPFAS)
Walter J. Schloss: An Investor for All Seasons (KW)
The Six Stages of Asset Bubbles: The Crypto Crash (CFA)
Akre Capital’s Unique Approach to Selling: The Art of (Not) Selling (AKR)
Transitioning from an «Era of Plenty» to an «Era of Shortages» (TM)

“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