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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Valuation Multiples (MS)
Factor Investor Report – March 2024 (FI)

B. Entrepreneurial Diary

No Rules (YM)
Looking for AI Use-Cases (BE)
How To Do What You Love (PG)
The Great Founders Are Frugal (YT)
The Secret Ingredient of Business Success (TC)

C. Why I Don’t Invest in Real Estate

Why I Don’t Invest in Real Estate (UC)
Some New Old Lessons in Real Estate (VK) (AK)
The Pros & Cons of Owning a Rental Property (CS)
Real Estate – The Return On Hassle Spectrum (DD)
What on Earth is Going On with the Housing Market? (OW)
Beginners Guide to Investing in Fractional Real Estate (JI)
The Next Crisis Will Start With Empty Office Buildings (AT)

D. Personal Finance

10 Years From Now (CS)
How I Think About Debt (CF)
When *Not* To Rebalance? (BI)
How to Handle Your Money (QC)
Should You Be A Stock Picker? (RW)
Personal Finance Advice That Changed My Life (VT)
What Do You Need When You Don’t Need the Money? (EB)
The Art of Patience: How Delayed Gratification Builds Wealth (DF)
Is It Wise For Young Long-Term Investors To Put 100% In Equity? (BN)

E. Other Articles

Doing Nothing Is Hard Work (TS)
The Curious Case of Catalysts (BI)
When Low Risk Means High Risk (MS)
How To Become A Better Investor (YT)
Investing Lessons from Managing 70,000 Cr+ with Rajeev Thakkar (SI)

“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