www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The World in Which We Live Now (NT)
Key Themes in Asia (AS) (ES)
Is This the Right Time to Invest? (PT)
Is This a Good Buying Opportunity? (ST)
Decoding Market Cap/Mutual Fund Divergence: Scientific Investing Newsletter – Oct 2026 (SI) (KS)

B. Entrepreneurial Diary

I Wish You Ample Suffering (HI)
The Paradox of being Almost Fully Committed (MT)
The Boom-Bust Cycle of New Industries (NI)
Tech People Don’t Know What’s Going to Happen Either (CS)
The Best Idea in Modern Investing: Scale Economies Shared (TM)
Venture Capital Exhibits A Hyper-Pareto Distribution Of Profits: The Top 5% Of VCs Garner 90% Of The Profits (CI)

C. Want Vs. Need: Where To Draw The Line

Want Vs Need: Where To Draw The Line (OT)
When Wants Become Needs (RF)
Be Careful What You Call a Need (BM)
Rajeev Thakkar Advice on Retirement Planning (RT)
Looking For Happiness In All The Wrong Places (TS)
How Come My Grandparents Afforded A Big Home and I can’t? (LT)

D. Personal Finance

Why Bonds Matter (HD)
One Of My Favorite Charts (CM)
The LumpSum Knife Problem (INFLO)
15 Year Stock Market Returns (CS)
Best Monthly SIP Investment Strategy (KB)
An ‘All Weather’ Portfolio. Is There Such a Thing? (ZV)
You Chose 60:40. The Market Made it 75:25 (VR)
SIP vs Lumpsum: What Should Investors do in The Current Sideways Market? (BS)
Mutual Fund SIP Returns: Can you still lose money after investing for 10 Years? (LM)

E. Other Articles

Market Risks (HD)
The Rules We Choose to Break (SN)
The Stock Market ≠ The Economy (TK)
Staying Invested is The Hard Part (91C)
A Brief History of the Religion of Investing (ZI)
What Happens 1 Year After Listing? A Snippet from Our IPO Masterclass (MM)
Valuations Matter. Just not the Way Wall Street Says. (DF)

Mandatory Disclosure & Disclaimer

Registered Name: Paramjeet Redu
Registration Number: ARN-97379
I am an AMFI-registered Mutual Fund Distributor and Certified Financial Planner® (Certification No.-74241).
This communication is for informational purposes only and should not be construed as investment advice. Mutual Fund investments are subject to market risks. Investors should consult a SEBI-registered Investment Adviser (RIA) before making investment decisions. Please read all scheme-related documents carefully before investing.

“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