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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The India Flipbook By Capitalmind (CM)
The Latest Edition of DSP Transcript (DSP)
29th ANNUAL WEALTH CREATION STUDY (2019-2024) Creating Wealth Through Bruised Blue Chips (SS)

B. Entrepreneurial Diary

Finite & Infinite Ambition (IW)
Understanding the Payments Ecosystem (PPFAS)
What’s Changing With Indian Consumers (AK)
From Poverty to Hyundai: The Inspiring Journey of Chung Ju-yung (SP)

C. Dimensions of Mistakes in Investing

Learning from Mistakes (MC)
The 4 Types of Investment Mistakes (CS)
Mistakes Are The Best Teachers In Investing (AT)
Dimensions of Mistakes in Investing by Utpal Sheth (US)
Lessons from History – by Mr. Durgesh Shah (DS)
Learnings From My Investment Career by S. Naren (SN)
Library of Mistakes: Case Studies & Antidotes (PK)
Key Learnings and Mistakes By Jatin Khemani (JK)
Anthony Bolton – What I Learned As A Fund Manager (YT)

D. Personal Finance

The Loser’s Game (MS)
Unfortunate Investing Traits (CF)
How To Build A Permanent Portfolio (PI)
How To Get Rich Without Getting Lucky (DG)
Don’t Power Your Investments With Bad Energy (TS)
Rule for Avoiding Lifestyle Creep: Don’t Live Beyond Your Assets (MW)

E. Other Articles

Functional Patience (SK)
7 Lessons From 2024 (BB)
Charts From the Vault (MS)
Every Asset Managers’ 2025 Forecasts (BI)
Risk is Deeply Personal and Always Contextual (MS)
Why Selling Strategy is as Important as Buying? (SV)
What Would a Recession Actually Mean For Long-Term Investor? (IV)

“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