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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Stocks Dominate Conversation in India — for now (AQ)

B. Entrepreneurial Diary

On The Benefits of Reading (CS) (CS) (DP)
Timing Your Overnight Success (SG)
12 Predictions for 2026 (TG)
What Indian Consumers Want in 2026? (IN)
Make Your Bed First, Then Change The World (HI)

C. The Most Important Thing: Asset Allocation

Chemistry of Investing (WO)
Asset Allocation Drives Returns (NI)
Asset Allocation Strategies (YT)
Ruminating on Asset Allocation (OC)
Asset Allocation for Young Investors (KS)
The Most Important Thing: Asset Allocation (MS)
Multi Asset Allocation Strategy (YT))
Global Diversification is Still Working (DF) (CS)
Should You Change Asset Allocation Based On the Nifty PE ratio? (PI)
Momentum Investing with Asset Allocation framework by Manish Dhawan (MW)

D. Personal Finance

Only The Survivors Get Paid (TS)
All you need is ONE tiny change (MT)
2026 Financial Planning Checklist (DF)
The Poverty Myth: Why Most People Stay Broke (By Choice) (BN)
Mutual Funds vs SIF: Which Is Better for Indian Investors? (BN)
Underrated Things I Learned from My Financial Advisers (MS)
Why Rs. 2 crore is the new Rs. 1 Crore: The Real Cost of Being ‘Settled’ Today (FE)

E. Other Articles

Peer Momentum (VD)
Risk is Not Volatility (FF)
Valuation says… Nothing (TK)
The Quest of the Simple Life (CF)
Vinod Sethi Investment Framework (CE)
Best of Times, Worst of Mistakes (II)
Decoding Maize Cycle & Potential Winners (SA)
12 Mistakes Your Brain Keeps Making (BV)
5 Key Investing Themes From Warren Buffett’s Early Letters (MS)
From Toll bridge to Aerobridge – Business of Airports explained (PPFAS)
Kalpen Parekh: The Hard Truth About 2025 Markets, Gold & Your Returns (YT)

“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