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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Navigator (DSP)
Market Notes 17.03.24 (MS)

B. Entrepreneurial Diary

Showing Up (DJ)
Leadership (WG)
The Indiscipline Of Overwork (RH)
The Best Way to Get Things Done (DD)
The Story of NOISE: From Selling Phone Covers to Competing with Apple, Samsung, Working with Bose (YT)

C. Personal Finance

The Secret is Consistency (NI)
Retirement Has Five Stages (HD)
Principles for a Successful Retirement (MS) (JM)
A 100% Equity Portfolio: Will it work? (PI)
Acceptable Types of Lifestyle Creep (MS)
Investing Is A Multiple Of Your View Of Tomorrow (TS)
Is Your Investment Manager a Marketer or a Challenger? (CM)
Why You’re Scared of Investing (and how to overcome it) (DF)
How to Reduce the Risk of Investing in a Small Cap Mutual Fund (FF)

E. Other Articles

On Conviction (GL)
Base Rate Investing (OV)
Investing is An Act of Faith (FT)
Persistence > Performance (KI)
Graham Thoughts on Diversification (BH)
Diversified Portfolio > Concentrated Portfolio (VI)
Thinking About How To Think: Short-Term vs Long-Term (NS)
Unifi Capital & MOAT Wealth – Portfolio Performance Review (UC)
Forecasting is Hard and We Are Not Very Good At It. What Should Investors Do? (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