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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
What I Learnt from Brief Analysis of 2,800 Companies (VM)

B. Entrepreneurial Diary

How Ideas Grow (EV)
Law of Incentives (II)
Long-term selfish (SG)
Threats To a Business (CW)
Manufacturing is a War Now (NO)
AI Can Unleash Benefits at Scale (FI)
Decoding Hotels Industry – The Asset Right Way (PPFAS)

C. Personal Finance

A Tale of Two Drivers (BT)
How To Drain Your Financial Swamp (TS)
How to Win Before You Even Start Investing (OS)
How Should Your Allocation Change With Age? (DD)
Should You Go for Loan Against Mutual Funds? (PI)
Emergency Fund vs. Credit Card: Which One Should You Trust in a Crisis? (BN)
Gratuity Payment Can be Denied by Employer in This Condition, Rules Supreme Court (ET)

D. Other Articles

Sitting at a Loss (NI)
Market Timing a Recession (CS)
The Inevitable Capital Cycle (FS)
Wow, Have You Seen The Stock Market Lately? (MM)
A Solid Foundation is Buying at a Low Valuation (MC) (IV) (AN)
Notes on Warren Buffett’s 2024 Letter to Shareholders (SN) (NI)

“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