www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Transcript (DSP)
Market Notes 02.06.24 (PK1) (PK2)
Understanding NSE Strategy Indices and the Basics of Factor Investing (CM)

B. Entrepreneurial Diary

If Only? (HI)
Portfolio Lab (II)
How to Start a Newsletter (CS)
AI Is Making The Internet Worse (YM)
What I Wish Someone Had Told Me (SA)

C. A Tribute To Charlie Munger

A Tribute To Charlie Munger (DSP)
The Charlie Munger Manifesto (SN)
Charlie Munger’s Investment Style (SB)
The Uncommon Sense of Charlie Munger (KW)

D. Personal Finance

Don’t Be a Hero (HD)
Retirement Charts (RM)
Swedroe: 7 Investing Rules (ET)
10 Visuals That Will Change Your Life (CQ)
Is Maximizing Credit Card Rewards Worth It? (DD)
10 Financial Rules of Thumb You Don’t Have to Follow (MS)
All The Financial Advice You Need Can Fit In A 3×5 Inch Card! (FF)
9 Ways In Which IRDA Has Improved Your Health Insurance Policy (PF)

E. Other Articles

Stocks for the Long Run? (CFA)
Stock Market Concentration (MS)
Narrow vs. Broad Portfolios (AB)
Philip Fisher interview 1996 (PF)
What Never Changes In Investing (MH)
Forget Netflix, IIC Prime Is Here (IIC)
Investing – Is Alpha a Mirage in a Desert of Beta? (UB)
The Investment Manager Playbook: What Allocators Don’t See (CA)

“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