www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Market Notes 03.12.23 (MN)
Latest Economic Trends, Data Points & Insights from DSP Netra (DSP)

B. Entrepreneurial Diary

Big Ideas in Tech for 2024 (AZ)
Learning from UCLA’s John Wooden (MI)
How to Become Incredibly Valuable (JF)
Why People Fail to Make Important Choices (EV)
A Quick Start Guide to Building an Enduring Company (YT)

C. India Own Omaha: PPFAS Mutual Fund

PPFAS 2023 AGM Notes (CN)
PPFAS Unitholders’ Meet 2023 (YT)

D. Personal Finance

Marshmallow Mind (AC)
Turning Scraps Into Gold (TS)
Successful Investing is Hard (CS) (MC)
The “What I Don’t Want” List (ST)
What’s Moving the Gold Prices (KS)
Is It Time to Move Away from Small-Caps? (BS)
What to Look for in a Critical Illness Health Plan (PF)
What is Liquid Net Worth? And Why It’s So Important (DD)

E. Other Articles

Case Study on IRFC (FF)
Charlie Munger and Todd Combs (LD)
When Should You Average Down? (MC)
Risk and Return Are Interchangeable (OI)
Managing Risk Without Timing The Market (RC)
What if God was a Hedge Fund Manager? (IT)
Why Do Investors Play Low Probability Games? (BI)
John Neff, Peter Lynch, Portfolio Turnover and Growth Traps (JH)
Ben Carlson on Self Awareness and Not Meeting Your Heroes (MS)
Demystifying Factor Investing for Modern Markets with Anish Teli (SI) (AA)

“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