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The Infant Learner

Some stuff I read this week:

A. Market Research

India – The Multi-Trillion Dollar Opportunity (M0)
Beyond the US Equity Bubble: Opportunities in Emerging Markets (CFA)

B. Entrepreneurial Diary

Tails, You Win (CF) (RM)
The Failure Gap (RW)
Zigging and Zagging (II)
The Floor to the Boardroom (MC)
Which Indian Business House Has Created the Most Wealth Over 10 Years? (CG)
Successful Traits of Programmatic Acquirers – A Unique Playbook for Repeatable M&A (PPFAS)

C. Patience Beats Panic

Just ‘Don’t’ Do It (HI)
Patience Beats Panic (AI)
Missing the Best & Worst Days in the Stock Market (CS)
What Happens If You Miss Some of The Best or Worst Days in The Market? (ZD)

D. Personal Finance

Retire to Something (MM)
Why Cutting Losses is so Hard – Especially Now (ES)
The Dark Side of Compounding: How 2% Kills Rs.30 Lakh (BN)
Investing in Your 40s and 50s: The No-Mistake Zone (SN)
How Often Should You Review Your Mutual Fund Portfolio? (MW)
The SIP Funnel Problem: A Lot of Money, a Short List of Stocks (MW)

E. Other Articles

High Expectations (MC)
Does Momentum Have a Calendar? (MW)
Exercise is Optional, Movement is Essential (FJ)
Are Stocks Going Up or Is the Dollar Going Down? (DD)
The Seven Sins of Active Fund Management (LW)
The 2×2 Stock Picking Framework Of A ₹1,200 Cr Fund Manager (YT)
You Won’t Pick the Next Amazon: Five Lessons from Aswath Damodaran (ER)
Large, Mid or Small-cap – does Market Cap Matter While Picking Stocks?(PI)

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