www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The Navigator (DSP)
Earnings Analysis | Q3FY23 (II)
A Story of Two Indias (LM)

B. Entrepreneurial Diary

Allocating Scarcity (SG)
Three Ways to Get Paid (JW)
The Fried Chicken Story (FS)
Constellation Software Journey (CS)
Creating Better Humans, Not Just More Robots (OV)
Learning from Helzberg Diamond’s Barnett Helzberg Jnr (MI)

C. Herd Behavior in the US Banking Sector

Prisoner’s Dilemma (GP)
Gradually, Then Suddenly (FF)
Bank Runs, Now & Then (CS)
Anatomy of a Bank Collapse (DR)
What We Should Not Learn From the SVB crisis (CM) (MS) (MFP)
4 Investing Lessons From The Dramatic Collapse of Silicon Valley Bank (BV)
What Does the Demise of SVB Tell Us About Our Behaviour During Market Shocks? (BI)

D. Personal Finance

Active vs. Passive Debt Funds (KS)
The Levers That Money Can’t Pull (MT)
Concentration is Not Your Friend (DD)
The Five Most Commonly Held Investing Myths (CM)
10 Simple Rules to Follow for Online Financial Safety (MN)
How SIP Investment Performed During 3 Decades of Negative Market Returns (FD)

E. Other Articles

Staying Invested (SC)
The Boiling Frog Syndrome (PI)
Finding Your Investment Niche (FL)
10 Biggest Investing Mistakes (BF)
Things Important, and Unimportant (JC)
Unlocking the Power of Optionality (NS)
How I Handle Bear Markets (PI)
How Many Bear Markets Have You Lived Through? (RW)
Cranking The Learning Machine Up To 11 (NC)
Decoding Plastic Pipes industry in India (PPFAS)
Statistically Speaking, You Are The Patsy (NC)
Choices that One Makes! a Fund Manager’s Dilemma (CC)
Does The Wisdom of Crowds Mean Equity Markets Are Efficient? (BI)

“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