www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Quarterly Result Update (PK)

B. Entrepreneurial Diary

Lucky vs. Repeatable (CF)
DeepSeek FAQ (ST) (MD) (FS)
Some Things I’m Never Going To Do (CS)
Business Needs To Make Money, Not Just Growth At Any Cost (GV)
A Deep Dive on Vertical Integration, Networking, and How to Win the Internet (NB)

C. Best Performing Markets

Best Performing Markets (MS)
Explaining International Valuations (MC)
Do You Need to Own International Stocks? (DD)

D. Personal Finance

Be Water, My Friend (TS)
A Simple Framework for Wealth (NC)
FAQs on Building A Stock Portfolio (PI)
The Most Basic Lessons of Investing (PC)
UPS vs NPS: Which Should I Choose for Retirement? (FF)
Health Insurance Vs Health Emergency Fund – Which is better? (BN)
Debt Funds Outshine Nifty: Unlock Power of Debt in 2025 (UC)
5 Mutual Fund Mistakes Every Investor Makes (And How to Avoid Them) (BN)

E. Other Articles

The Stories We Tell (OS)
Margin of Too Much Safety (CS)
What Other Industries Teach Us About Investing(CF)
Adding Meaning to Everyday Things (DN)
Things to Do When Stock Markets Crash (JS)
What DeepSeek Teaches Us About Moats! (DM)
Nobody Knows Anything, DeepSeek Edition (RW)
Sell When Something Something… (KI) (NT) (KS) (OC)

“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