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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 (Dec, 2022) by DSP
How to do Business Analysis of FMCG Companies (VM)

B. Entrepreneurial Diary

How Ideas Grow (EV)
Law of Incentives (II)
The Retail Revolution (DN)
Little Bets by Peter Sims (NI)
Learning from IKEA’s Ingvar Kamprad (MS)
How FreeDish is killing Cable and DTH (FS)

C. The Art Of Investing

The Art of Investing by Rajashekhar Iyer (CFA)
Rajashekhar Iyer On His Unique Benjamin Graham+ Approach to Picking Stocks (EM)

D. Personal Finance

Now & Then (CS)
6 Ways to Identify Deposit Scams (PI)
Should You Invest Your Emergency Fund? (BI)
Early to Invest- Key to Financial Happiness (BA)
How Long Does it Take to Double Your Money? (DD)
Multidimensional Aspects of Retirement Planning (SK)
Would You Trade Places with Warren Buffett? (OW)
Should you opt for Higher Pension under EPS? (PF)

E. Other Articles

Lynch vs. Agarwal (II)
Stay Boring, Make Money (VR)
When to Get Out of Small caps? (NT)
Don’t Speculate on Speculation (RB)
How to Avoid Financial Disasters (RH)
The Most Important Charts for 2023 (WT)
Why Context and Perspective Matters? (AS)
The 7 Greatest Asset Bubbles of All Time (DD)
How Companies Fudge Operating Cash Flow (NM)
The World’s Most Common Forecasting Mistake (KI)
Wonderful Companies at Wonderful Prices (PC)
2022 Berkshire Hathaway Shareholder Letter (BH)
How to Win Before You Even Start Investing (OV)
Even Warren Buffett Thinks Stock Picking is Hard (BI)
Does Long-Term Investing Work Outside of the United States? (CS)

“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