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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Wealth Conversations – October 2023 (FI)
Factor Investor Report – September 2023 (FI)
DSP Nectar: Compilation of Key Insights from Across the Market (DSP)

B. Entrepreneurial Diary

Superlinear Returns (PG)
A Few Laws of Getting Rich (CF)
The Techno-Optimist Manifesto (ME)
The Future Ain’t What It Used to Be (OW)
The Power of Designing for a Single User (EV)
On Talent, Luck, Opportunity and Success (LM)

C. Authority Bias

Anti-Role Model (SK)
The Psychology of Human Misjudgement (VM) (FC)
Why Emulating Someone You Admire is Wrong (MS)
Authority Bias is Injurious to Your Portfolio (LM)
Pump and Dump 101: How to make a stock trend in 7 steps (MC)
In Search of the Holy Grail – Exit at the Top & Enter at the Bottom Strategy (AK)

D. Personal Finance

The Price of Success (CS)
Two Types of Money Problems (YM)
How to Invest During Times of War (DD)
Want Vs Need: Where To Draw The Line (OM)
One Size Fits One Regarding Retirement Spending (TS)
What Is The Restoration Benefit In Health Insurance? (BN)
Are You Ready for the Great Indian Retirement Transformation? (FF)

E. Other Articles

Risk of Ruin (NI)
The Golden Rule (SN)
Narrative Drives Price (MC)
Interview with Anil Goel (MC)
Tools that Want to Be Our Masters (II)
What Young Investor Need to Know (ED)
Investing Umwelt & Position Sizing Framework (DM)
An investing lesson from the HDFC Bank stock (MS)
Navigating Uncertainty & High Valuations for Successful Investments (MK)

“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