www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The Latest Edition of Wealth Conversations (FI))

B. Entrepreneurial Diary

When Tech Meets Finance (KS)
Critical or Commercial Success (WG)
Sora, OpenAI Text-to-Video Model (AI)
Incentives Are Superpowers; Set Them Carefully (TS)
How to Find Your Next Big Idea Hiding on the Internet (EV)

C. The Truth About Investing

The Truth About Investing (HM)
Why Not 100% Equities (AQ)
Why Realistic Return Expectations Matter (MG)
Stocks (and bonds) for The Long Run (AB) (JI) (KI)
The 12% Myth: How to Set Realistic Return Expectations From Equities (CM)

D. Personal Finance

The Trouble with FIRE (RW)
The Power and Challenges of Compounding (TS)
When Should You Hire a Financial Advisor? (CS)
Give Yourself (and Your Money) Some Love (RS)
Mis-buying is independent of Mis-selling (FF)
Six Questions to Ask Before Selling Your Mutual Fund (VR)

E. Other Articles

What is 2 + 2? (DSP)
Macro is Hard (CS) (NI)
Fear of Heights (HD)
Opportunity Costs (HI)
Conviction Investing (MC)
The Seven Laws of Pessimism (QL)
Election Years are Dangerous for Investors (BI)
The Ideal Investor: Learning from Ulysses (ED)
Lessons From Ed Thorp’s Interview With Tim Ferriss (MT)

“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