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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The India Flipbook January 2025 by Capitalmind (CM)
The Latest Edition of Wealth Conversations (FI)

B. Entrepreneurial Diary

Showing Up (DJ)
Memo To The Future (SG)
There Are No Solutions, Only Trade-offs (HI)
Thread: Plight of Angel Investors in India (RJ)
The Late-20-Something’s Professional Dilemma (YM)

C. Successful Investing is Hard

Investing is Hard (MC) (BI)
Why Investing Is Hard (YM)
Forgetting & Compounding (TR) (MFP)
Successful Investing is Hard (CS)
Apple investors’ Mental Torture (OS)
How Hard is It To Pick Stocks? (RW)

D. Personal Finance

Seven Investing Sins (VR)
Essential Retirement Advice (BI)
Real Pain of 2008-09 Bear Market (SI) (TS) (UC)
Do You Want to Make Your Life Easier? (WF)
How Often Are We in a Recession or Bear Market? (CS)
The Stock Market Is Both a Voting and Weighing Machine (MS)
BEWARE of 15*15*15 Rule In Mutual Funds to create Rs.1 Crore!! (BN)

E. Other Articles

What Time Is It?(JZ)
5 Lessons From Howard Marks (AP)
Q4 2024 Letter to Investors (GC)
The New Currency is Attention (DD)
Trend Following is a Spiritual Experience (MW)
Dilemmas of An Active Fund Manager (DSP)
Of Portfolio And Probability: Is It Possible To Invest Without Any Regret? (RO)

“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