www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
HDFC MF – Yearbook 2026 (HDFC)
The Sleeping HeavyWeight Problem in Nifty50 (NT)
The India-EU Free Trade Agreement Explained (FS)

B. Entrepreneurial Diary

Constraints & Creativity (HI)
There’s Always Room for Quality (DD)
Learning from Sir Christopher Hohn (MI)
A Few Things I’m Pretty Sure About (CF)
The Mental Model That Changed My Entire Life (DF)

C. Optimists Are the Best Investors

Am I a Permabull? (CS)
Just ‘Don’t’ Do It (HI)
Why Does Pessimism Sound So Smart? (FL)
Optimists Are the Best Investors, Even If the Pessimists Sound Smarter (WC)
What Happens If You Miss Some of The Best or Worst Days in The Market? (ZD)

D. Personal Finance

What is Risk? (BI)
Misbehaving in a Volatile Market (CS)
Uncertainty is the Cost of Opportunity (AI)
Why You Can’t Just “Stay Invested” (OS)
There is Always a Reason to Panic (MY)
Risk, Not Volatility, Is the Real Enemy for Investors (MS)
An Opportunity to Increase Allocation to Small-Caps (SA) (AB)
Now Is the Time to Ask: How Much Market Risk Can You Take? (AP)
SIPs in the Age of Volatility: Will Investors Stay The Course? (BT)
Gold and Silver ETF NAV Trap: Why You Just Lost 24% in 1 Day! (BN)

E. Other Articles

My Trading Beliefs (AC)
Earnings vs. the Stock Market (CS)
Rules Matter More Than Insight (FP)
Copper at $6: The Squeeze Has Just Begun (KW)
A Brief Note on Market Uncertainty (FS)
Do Commodities Get Cheaper Over Time? (CP)
Why India – US Trade Deal is Stalled (ET)
Diversification is Survival: Five Lessons from Aswath Damodaran (ER)

“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