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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Sanity Check on the Markets (BI)

B. Entrepreneurial Diary

If You Get the Chance (CF)
Surviving the AI Capex Boom (SC)
A New Front Opens in The Chip Wars (FS)
AI’s Brain is Growing. Ours is Shrinking (HI)

C. Evolution of Investors

Evolution of Investors (GD)
The Evolution of a Bright Investor (SI)
Evolution of a Value Investor (SS)
Principles of Investing (EC)
The Keys to Successful Investing (JT)

D. Personal Finance

How Not To Invest (HD)
Can Retirement Kill You? (BBC) (ET)
Why I Don’t Own Any Gold (CS) (BN)
Why I Have a Financial Planner (MS)
The Challenge of Diversification (VD)
Why Do People Not Return Money Borrowed? (LM)
All the Money, None of the Satisfaction (DD) (VM)

E. Other Articles

Credit Cockroaches (OS) (AC)
The Thing About Conviction (CA)
Real Time Bubble Checklist (RW)
Pay Attention To The Storyteller (TS)
Voting Machine vs. Weighing Machine (II)
How Many Stocks Outperform the Stock Market? (CS)
Deciphering Promoter Buying & Selling – A Nuanced Take (SW)
Investing At Market Highs: Three Paths to Overcoming Paralysis (EI)
Takeaways from Latticework 2025: Bloomstran, Gayner, Miller, Robotti, Russo, Thomson, Tsai, Wachenheim (LW)

“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