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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Understanding the Hospital Industry in India (PPFAS)
Chart Setups of Hospital Companies (NT)

B. Entrepreneurial Diary

Competition is for Losers with Peter Thiel (How to Start a Startup)
How The Rock built a $4 Billion Tequila Biz (BF)
How Mark Leonard turned $25 Million to $39 Billion (CS)

C. Investment Topic:- Return on Invested Capital

“How to Calculate ROIC and Handle Common Issues” (MS)
ROCE: A Titan Case Study (RE)

D. Personal Finance

How Do You Look at Cash? (AI)
‘Arbitrage Fund Vs. Liquid Fund’ (CM)
How to Plan Loan Repayments? (BN)
Can We Use Multiple Health Insurance Policies For a Single Claim? (ML)

E. Other Articles

Functional Patience (SC)
Manage Your Energy, Not Your Time (ME)
Interview with Russell Napier (MW)
Risk is Deeply Personal and Always Contextual (MS)
Manish Sabharwal on India’s 25-Year Economic Bull Run (YT)
What’s your claim on alpha? (AS)
Why Selling Strategy is as Important as Buying? (SW)
The Investing Equation by Soumil S. Zaveri (SZ)
Black Monday – October 19, 1987 (BM)
A Rare Interview with Phil Fisher Following the 1987 Crash (PF)
How Do You Measure Capitulation? (RB)
What Would a Recession Actually Mean For Long-Term Investor? (US)

“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