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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Market Valuations and Opportunities (BH)
Is consumption of India’s middle class shrinking? (BL)

B. Entrepreneurial Diary

Rules, Truths, Beliefs (CF)
Liquid vs. Illiquid Careers (OU)
The Curse of Early Success (CS)
The Most Important Question of Your Life (MD)
How to Change Yourself: Pain vs. Perceived Pain (DD)

C. Personal Finance

Built for Success (HD)
Sequence of Returns (CS)
The 6 Stages of Retirement (HD)
A Simple Formula For Financial Freedom – Scott Galloway (YT)
Role of Precious Metals in Your Investment Portfolio (CM)
What Happens If You Only Invest In The Best-Performing Asset? (MS)
How to Avoid Behavioral Blindspots in your Investment Decisions ? (FI)
16 Years of Mutual Fund Investing: My Journey And Lessons Learned (FF)

D. Other Articles

Science In Finance (II)
Industry Is Not Destiny (MC)
Stock Picking is a Game of Self-Confidence (MS)
Where Does Economic Growth Come From? (CS)
How To Learn And Evolve As An Investor (TH)
7 Timeless Investing Ideas from Bernard Baruch (DF)
Lawson’s Panic: A Lesson in Market Prophecies (NI)
Overweight Perspective And Context In Your Portfolio (TS)
Chapter 20 of The Intelligent Investor: Margin of Safety (KW)
A Structured Approach to Cash Calls: Deepak Shenoy’s Framework (CM)

“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