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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
How to do Business Analysis of Nonferrous Metal Companies (VM)

B. Entrepreneurial Diary

Future of India by Deepak Bagla (II)
On Fairness (VK)
How It All Works (CF)
How WhiteHat Jr Sold Fear to Millions of Parents (NM)
Childhoods of Exceptional People (EF)
When You Change the World and No One Notices (CF)

C. Don’t Fall in Love With Your Stocks

The Stock Does Not Know You Own It (CM)
Falling in Love With Investments (RW)
Adani Stocks and Index Funds: Cause For Concern? (PI)
Buy & Hold is Dead, Long Live Buy & Hold (CS)
Sensex Composition Over Years – Will It Remain Same Overtime? (AI)
The Top 10 Companies in the S&P 500 Index From 1980 To Current (FS)

D. Personal Finance

The Dark Side of the Real Estate Industry (GS)
Is Small Cap Investing Right for You? (DD)
How Much is Enough to Retire Comfortably? (CS)
What’s The Surest Route to Investing Excellence? (MS)

E. Other Articles

Nobody Knows Nothing (BP)
The Perils of Blind Coat Tailing (RW)
Ray Dalio All Weather Portfolio (DD)
Learning, Adapting and Change (RC)
The Tradeoff – The Next Big Theme (SW)
Short-Termism is Our Default Setting (BI)
A Deep Dive into The Zurich Axioms (PY)
Wise Words on Investing Mistakes (NI)
Why Investors Repeat The Same Mistakes (EI)
The Most Important Lessons Learned By Oddbjørn Dybvad (RG)
Seven Thoughts On Running Big Money For the Long-Term (AQR)
2023 – 2038- Financial Repression= New Rules for Investors: Russell Napier (YT)

“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