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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Global Investment Returns Yearbook 2025 (UBS)
Thoughts On Indian Equity Valuations by DSP Mutual Fund (DSP)

B. Entrepreneurial Diary

Pure Independence (CF)
5 Big Ideas for 2025 (AK)
Unlocking Potential in an AI-Driven World (CE)
What Happens When Knowledge is Commoditized? (YM)
Outliers: Andrew Mellon—America’s Secret Banker (FS)

C. Keep Your Faith in Equities

Calm Down (TS)
One Year Returns Don’t Matter (CS)
Perspectives on Market Downturns (FF)
A History of Stock Market Crashes (OS) (MS)
Do only 3C’s (Cash + Courage + Crisis) Make You Wealthy? (LM)
Market Decline – Small Temporary Dip or the Beginning of a Crash? (FI)
Market Drawdowns: Where We Stand & What History Tells Us (CM)

D. Personal Finance

Go Big, Then Stop (DD)
Predicting a Financial Crisis (CS)
Scams, Damn Scams, and Investors (DD)
Why I Don’t Use Retirement Calculators (RI)
The Evolution of Nippon India Small Cap Mutual Fund (FF)
Which Are The Most Consistent Midcap Funds Over Last 10 Years? (MF)

E. Other Articles

Mistakes (CW)
The Crystal Ball Test (BI)
The Cost of Holding On (SN)
Investing Without A Parachute (MC)
Short-Term vs. Long-Term Investors (KI)
Howard Marks Memo: Gimme Credit (HM)
How to Keep Your Cool in a Volatile Market (MS)

“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