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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Netra (DSP)
Wealth Conversations – February 2023 (AK)
Factor Investor Report – January 2023 (FI)

B. Entrepreneurial Diary

Internet Marketplaces in India (BV)
The AI Bubble of 2023 (IB)
Nike, Tiffany and The 3% Rule (TG)
Thread: How Chandler brothers turned $10M into $5B (CB)
Small Time Teachers Giving Hard Time to Ed-techs (FB)
10 Harsh Lessons From 10 Years Of Entrepreneurship (DF)

C. The Art of Execution

The Art of Execution by Lee Freeman-Shor (NI)
How the Best Investors Deal With Being Wrong (CM)

D. Personal Finance

Case for indexing (SW)
SIP vs Lump Sum (DD)
Why It’s the Time to Buy Longer Maturity Bonds (SK)
Here’s Why Mixing Insurance with Investments Should Be Avoided (TI)
Investment Lessons From A Vulcan: Mr. Spock As Your Financial Advisor (FB)

E. Other Articles

Stories > Statistics (KI)
Identities or Beliefs (CM)
The Benefits of Boring (YM)
Entertainment vs. Investing (CS)
One Trick Ponies (YM)
Different Types of Mistakes (RW)
The Power of Doing Nothing at All (MD)
The Forgotten Lessons of 2008: Seth Klarman (IT)
Meet The Market Masters’ : Govind Parikh (CFA)
Why Do We Keep Making the Same Investment Mistakes? (BI)
Investors: The One thing Separating Excellent from Competent (SO)

“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