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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The Transcript’s Latest Edition (Jun – Sep 2023) (DSP)
How Policymakers Have Driven Economic Change in India (MC)

B. Entrepreneurial Diary

AI as a Job Creator (KI)
Narrative Tug-of-War (NB)
Solving the Wrong Problem (DD)
Building Your Mental Gym (NS)
What It Takes to Run a 2.5 Lakh Crore Retail Business in India (RD)
The Inflection Curve of Business: Will You Grow or Die a Slow Death? (DF)

C. The Worldly Wisdom of Charlie Munger

The Charlie Munger Manifesto (SN)
Charlie Munger’s Investment Style (SB)
Learning From a Modern Day Seneca (KS)
The Worldly Wisdom of Charlie Munger (IS)
Notes from My Dinner with Charlie Munger (FP)

D. Personal Finance

Frugal vs. Independent (CF)
Saving For Retirement Ratios (HD)
My 4 Anti-Personal Finance Expert Beliefs (CS)
8 Ways to Transfer Your Assets to Legal Heirs (ET)
How to Become a Millionaire in the Stock Market (BI)
30 Year Old Millionaires VS 50 Year Old Millionaires (YT)
Should I Invest in Stocks Along With Equity Mutual Funds? (FF)

E. Other Articles

Mistakes of Omission (SP)
Moats & Capital Allocation (IT)
How to Avoid Losing Money (BS)
The “Art” of Market Timing (RW)
Power Laws in the Stock Market (CS)
Character Is Your Financial Destiny (TS)
How Much Are You Hurting Your Returns? (MC)
Bullishness Means Climbing a Wall of Worry (RW)
Conviction: Arrogance, Indispensable, or Both? (FL)
The Learning Mindset for Investors with Alix Pasquet (AC)
Optimism vs. Pessimism: Defining Your Investing Future (VD)

“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