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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Market Notes 31.08.24 (MS)
Latest Economic Trends, Data Points & Insights from DSP Netra (DSP)

B. Entrepreneurial Diary

Founder Mode (PG)
The Price of Greatness (MC)
Cumulative vs. Cyclical Knowledge (CF)
The Most Important Question of Your Life (MM)
10 Reasons Why Technological Progress Is Now Reversing (HB)
Why Positive Outcomes Don’t Always Follow Good Decisions (TM)
Build For People Who Are 35+, They Are The Next Decade (DS)

C. Avoid Chasing Star Fund Manager Performance

Buy High, Sell Low, Repeat Until Broke (DJ)
The Blind Men and the Mutual Fund! (FF)
The Latest Edition of Wealth Conversations (FI)
Chasing Star Fund Manager Performance (CS) (PPFAS)
Blast From The Past Can These Mega Funds Regain Their Mojo (LM)
“Best Mutual Fund” — Thousands of People Owe it to These Three Words (SK)
Mutual Fund Managers Are Wrong More Than They’re Right (MS)
Why Last Year’s Returns Aren’t Enough To Choose The Right Fund? (LM)

D. Personal Finance

Some Bets I’m Willing to Make (BI)
The Power of Compounding in MFs (CF)
Why People Don’t Save Enough For Retirement (CS)
Should You Consider Thematic & Sector Funds for Your Portfolio? (FI)
SIPs Work In Debt Mutual Funds Too. Here’s Why This Is The Right Time To Invest (MC)

E. Other Articles

The Great Rotation (MM)
Unwanted Attention (HD)
Running The Numbers (OS)
Should You Follow Buffett? (MS)
Who Sells To Index Trackers? (KI)
Reminiscences of a Strategist (SC)
Don’t Judge A Book by Its Cover (HI)
Best Advise from William O Neil (VB)
Hope Diamonds And Rhinestones (II)
Lessons to Become a Better Investor (PP)
Yes, You CAN Eat Risk Adjusted Returns (DF)
Is Nvidia Overvalued? The $3 Trillion Question (DD)

“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