www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Perspective on Valuation and Flows (WO)
Are You an Investment Historian or a Futurist? (MS)

B. Entrepreneurial Diary

The 80% Solution (WG)
Manufacturing Serendipity (HI)
Risk Seeking vs. Mitigating (CF)
Discipline, Resilience, and Discomfort: Three Pillars of My Fitness (SK)
When I Stop Talking, You Will Know I’m Dead by Jerry Weintraub and Rich Cohen (RS)

C. Fundamentals of Momentum Investing

Fundamentals of Momentum Investing (SS)
The True Contrarian Strategy – Momentum (PY)
Everything You Need to Know About Momentum Investing in India (CM)
Momentum Investing with Asset Allocation framework by Manish Dhawan (CFA)
Demystifying Factor Investing for Modern Markets with Anish Teli (SI)
Momentum Investing: What Is It & What Are The Main Risks Involved In Following This Investment Approach? (ML)

D. Personal Finance

The War Within (RM)
Are You Ready for Emergencies? (SS)
How Not To Lose Money in Equity? (AR)
Dollar Cost Average Into Your Health (TS)
The Four Fallacies of MF Stress Test (ML)
Checklist To Buy The Perfect Health Insurance (BS)
Why Do People Make “Bad” Financial Decisions? (DD)
Active Vs. Passive Investing – A Study of Historical Data on Index Stocks (SS)

E. Other Articles

Shelf Life (MC)
Bed of Procrustes (II)
Challenging the Process (NI)
Stop Looking for Shortcuts (EI)
The Power of Monopolies (MS)
Investing near All Time High (FW)
A Necessary Evil in the Stock Market (CS)
Better Investors Make Fewer Decisions (AR)

“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