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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Netra (DSP)
Q3FY23 Concall Notes (SS)

B. Entrepreneurial Diary

Fooled (SG)
26% Loaded (YM)
Start Up: BluSmart (CN)
Unleash the Crazy Ones (DP)
Startups Can be the Icing on the ‘Growth’ Cake, Not the Cake (VC)
Pausing AI Developments Isn’t Enough. We Need to Shut it All Down (TC)

C. Maxims for Thinking Analytically

Maxims for Thinking Analytically (CFA)
Investing in the Unknown and Unknowable (HS)
Understanding the Universe of the Unknown and the Unknowable (FP)
The Uncertain Mind: How the Brain Handles the Unknown (NS)

D. Personal Finance

Why Do We Retire? (OW)
Equity SIP Investors & the Three Points of Failure! (AK)
Real Life Story: 10X in 15 Years Through Mutual Fund (CM)
The Good & Bad of Investing in the Stock Market (OS)
The Ultimate Guide to Investing in International Stocks (DD)
Chanakya’s Timeless Lessons on Investing that We Can Still Learn (LM)
Swarup Mohanty on Art of Rebalancing a Well Diversified Portfolio (ET)

E. Other Articles

Timeless Advice (LG)
Risking, Fast and Slow (DD)
Letter to a Young Investor (CE)
The Art of Catching Falling Knives (MC)
Playing the Game vs. Winning the Game (OW)
Why Don’t Fund Managers Talk About Skill? (BI)
The Best Investment Strategy: DISCIPLINE (PC)
One of the Biggest Mistakes in Investing (CS)
Sankaran Naren on How to Win at Investing (MS)
Rajeev Thakkar on First Principles Investing (EM)
Lessons from India’s Leading Investor: Mukul Agrawal (PU)
The Seven Virtues of Great Investors by Jason Zweig (WSJ) (JZ)
6 Insights from Charlie Munger At The 2023 Daily Journal Annual Meeting (BV)

“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