www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Tariffs (MS)
First thoughts on Trump Tariffs (SS)
The Absurdity of Trump Tariffs (RB)

B. Entrepreneurial Diary

Moments Of Happiness (II)
The Visions of Neil Mehta (JC)
How to Use Private Equity in Your Portfolio (MS)
Real Estate : Why US Homebuilders went Asset Light (PPFAS)
How Is SoftBank Funding Its Mega Investment in OpenAI? (CI)

C. Optimists Are the Best Investors

Am I a Permabull? (CS)
Just ‘Don’t’ Do It (HI)
Optimists Are the Best Investors, Even If the Pessimists Sound Smarter (WC)
What Happens If You Miss Some of The Best or Worst Days in The Market? (ZE)

D. Personal Finance

The Loser’s Game (JI)
SIPs in the Age of Volatility (BT)
10 Money Revelations in My 40s (SN)
Equities Are A Forgiving Asset Class (CI)
Uncertainty is the Cost of Opportunity (AI)
Best Investments to Own During a Recession (MS)
Investors are Like Gardeners, Not Carpenters (MI)

E. Other Articles

Keep Throwing Spears (MC)
Coping With Market Meltdowns (RW)
Why You Can’t Just “Stay Invested” (OC)
There is Always a Reason to Panic (WP)
A Guide to Navigating Tariff Turmoil (BI)
The Passive Index Bubble: Myth or Reality? (EW)
The Two Most Dangerous Words in Investing (BI)
How to Manage Your Response to Market Turbulence (FS)

“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