www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Sector Analysis by Balaji Vaidyanath (BJ)
Jun-Sep, 2022 Edition of The Transcript by DSP Mutual Fund

B. Entrepreneurial Diary

The Need to Read (PG)
Inside the Colosaal Empire of Gautam Adani (BT)
Can GIFT City become the next Singapore or Dubai? (BS)
How TVS Family Managed Family Succession, Family Ties and Their Formal Seperation (TVS)

C. Collapse of FTX: Lessons for Investors

Reasonable FOMO (DP)
Risk & Reputation (PY)
The Rise of Influencer Capital (NY)
7 FTX Lessons for Investors (MS)
Venture Capital Red Flag Checklist (AC)
Why Are There So Many Cheaters These Days? (CS)
Magic Words in the World of Magic Money (NC)

D. Personal Finance

Should I Opt for Health Top-Ups in My 40s? (FE)
Health Insurance: Which Insurers Settle Your Claims the Best (PI)
Should You Add Mid cap Exposure to Your Long-Term Equity SIPs? (AK)
The Search for High Interest Rates: Where to Draw the Line (PI)
Index Funds: The Good, the Bad, and the Variety (DSP)
Why Indexing Works and Continues to Grow (EI)
Burton Malkiel Views on Indexing (WS)
Index Fund Bubble in 2022? Michael Burry vs Warren Buffett (YT)

E. Other Articles

Why I Avoid IPO’s (VI)
Stock Categorisation (PK)
The Buy And Hold Mindset (SL)
Masterclass on Megatrends (TR)
Lessons from Bruce Kovner (BK)
India’s Impending Economic Boom (MS)
How Much Growth Can You Expect? (DD)
India Decoupling: Myth Or Reality? (MG)
How to outperform the market by Nick Sleep (QC)
Balancing Value & Quality – The Value Investor Way (SC)

“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