www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)

B. Entrepreneurial Diary

Risk (WG)
Fill The Bathtub (CF)
The Days Are Long But The Decades Are Short (SA)
The Man in Silicon Valley Who’s Completely Obsessed With Failure (WS)
The YC Report: Performance of Y Combinator companies that went public (MS)

C. Buying Individual Stocks Is Speculating Not Investing

A Stock is Not an Index (DD)
Single Stock Portfolio (PY)
Learning from the S&P 500 (MI)
Doing A SIP In Stocks On Your Own? Beware! (RC)
Should You Invest In The Biggest Companies? (MS)
Buying Individual Stocks Is Speculating Not Investing (EI)
Stock Picking is Not the Same Thing as Portfolio Management (CS)

D. Personal Finance

The 11th Commandment (CS)
Behavior Beats Intelligence (MH)
Stay In the Game, Investors (HD)
The Sustainable Path is the Only Path (DD)
On The Identification of Investment Opportunities (OC)
Overconfidence May Lead to Poor Emergency Planning (AA) (FT)

E. Other Articles

Economic Moats (FS)
3 Investment Fallacies (MS)
Price is what you pay, value is what you get (HI)
Chasing 10-baggers: The Timeless Wisdom of Peter Lynch (QC)
Ian Cassel On The Art Of Microcap Investing: Identifying Hidden Gems (IC)

“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