www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Tathya (DSP)
An Introduction to the Oil Industry & OPEC

B. Entrepreneurial Diary

How to Get New Ideas (PG)
Overconfidence and AI (SG)
How Technology Giants Die (ET)
Amazon is a Logistics Company (FS)
KM Birla: 5 Trends That Will Have a Multi-Year Impact (AB)

C. Dimensions of Mistakes in Investing

Dimensions of Mistakes in Investing by Utpal Sheth (US)
Lessons from History – by Mr. Durgesh Shah (DS)
Learnings From My Investment Career by S. Naren (SN)
Library of Mistakes: Case Studies & Antidotes (PK)
Key Learnings and Mistakes By Jatin Khemani (JK)

D. Personal Finance

Perfect is the Enemy of Good (CS)
FOMO: The Worst Financial Trait (CF)
Avoid SIP in Stocks For These 4 Reasons! (PI)
How Many Stocks Should You Own? (ND)
The Dichotomy Between Taxation of Bond & Bond Mutual Funds (LM)
Latest Health & General Insurance Claim Settlement Ratio (ET)

E. Other Articles

Why is Trading So Hard? (SEBI) (VK)
Decoding Auto Ancillaries (PPFAS)
Equal weighting works, but why? (KL)
The Art of Contrarian Investing (IC)
State of the Bubble (GMO)
The Easiest Way to Spot a Market Bubble (OV)
8 Best Techniques for Evaluating Character (TG)
Balancing Breadth & Depth in Investing (CG)
Why Can’t We Stop Changing Our Investment Process? (BI)
Searching for Margins in India’s B2B Commerce Platforms (ME)

“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