www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Is This a Good Time to Buy Indian Equities?  (PI)
The Kangaroo Market is Jumping up and Down (NT)
Resilience + Rate Cuts + Reforms = Recovery | Smallcaps better placed (MC) (ML)

B. Entrepreneurial Diary

AI Hurtles Ahead (HM)
IT scare is a FUDD (MW)
Perspectives on AI (IN)
Compounding Optimism (CF)
The 2028 Global Intelligence Crisis (CR) (DF)
Pros and Cons of Artificial Intelligence (CS)
The Real AI Boom hasn’t Even Started Yet (MA)
The Sorted Generation: Gen X as India’s Hidden Consumer Powerhouse (RS)

C. Personal Finance

The Returns You Keep (CI)
How To Refill Your Buckets in Retirement (RM)
Investing In Light Of The Big Cycle (RD)
Optimism is an Investment Strategy (CS)
Inflation Matters More Than Poor Returns to Retirees (WC)
Mutual Funds Sahi Hain… Until the Redemptions Begin (BW)
SEBI reclassifies fund categories: Discontinues Solution Oriented Funds, introduces new life cycle funds (CM)

D. Other Articles

20-20 TIA Summit 2026 (TIA)
Wise Words on Speculation (NI)
7 Investing Rules I Live By (DS)
The Eternity of Intelligent Investment (KW)
The Inner Life of a Long-Term Investor (SN)
Two Things Can Be True At The Same Time (TS)
Fundamentals to Build Wealth in the Long Term (KP)
The Quicker the Rise, The Harder the fall (MC)
Implementing Benjamin Graham’s Special Situations Frameworks in Conventional Investment Strategies (SB)

“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