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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Factor Investor Report – December 2024 (FI)

B. Entrepreneurial Diary

Put in The Reps! (KI)
The Power Of Choice (YT)
Make Every Day Count (JV) (NV)
Minimum Levels of Stress (CF)
The Real Lessons From Kodak’s Decline (MIT)
Bureaucracy vs. Corruption – Two Sides of the Same Coin (TM) (VB)

C. Investing Through the Capital Cycle

Capital Cycles and AI (FK)
Jiten Parmar on Investing in Cyclical Businesses (JP)
Why Chancellor’s Capital Cycle Approach is Considered Best for Long-Term Investing (ET)

D. Personal Finance

The Portfolio Diet (VR)
Markets Are a Mirror (SN)
Forgetting & Compounding (TK) (MFP)
Do Not Zoom in On Monthly Returns (BI)
Is There a Problem with Passive Investing? (DD)
What Are You Buying When You Buy The S&P 500? (MI) (EC)
Why Your Fund Portfolio Needs Style Diversification (PI)
What If Stocks Only Rise 3% A Year For The Next Decade? (MF)
Historical Returns For Stocks, Bonds, Cash, Real Estate and Gold (CS)

E. Other Articles

Closet Indexing (MS)
Shanka Dinda Teertha (II)
Shakeout in Small Caps (ML)
Preparing For A Downturn (VI)
Skydiving Without A Parachute (OS)
How To Weather A Stock Market Correction (ML)
How You Can See Through Wall Street’s Ritual of Wrong (WS) (BL)
It Was the Best of Times, It Was the Worst of Times (to be an investor) (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