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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Global Investment Returns Yearbook 2024 (UBS)
Latest Economic Trends, Data Points & Insights from DSP Netra (DSP)

B. Entrepreneurial Diary

The Fear of Missing Out (II)
Indus Valley Annual Report 2024 (IV)
The Dumber Side of Smart People (CF)
The Rise and Fall of Steve Jobs’s Greatest Rival (EV)

C. Personal Finance

Recency Bias (HD)
Stay the Course (SW)
The Most Unlucky Investor (VB)
Are Small caps in a bubble? (Mar-2024) (AK)
What is a Shakeout , Correction & Crash (NT)
What Does a Healthy Correction Look Like? (CS)
Can the Typical Person Become a Millionaire? (DD)
Principles For Investing Success in Four Figures (VG)
Should Financial Advice Be Gentle Or Authoritarian? (TS)

D. Other Articles

Faulty Assumptions (YM) (HD)
Interview with S Naren (ET)
7 Moats of Great Investors (NI)
The Ultimate Edge in Investing (MC)
Market Timing is a Wicked Idea (EI)
Stocks (and bonds) for the Long Run (KI)
SageOne Investor Memo March 2024 (SO)
7 Timeless Investing Ideas from Bernard Baruch (DF)
Thoughts on Ben Graham’s “Unpopular Large Caps”: A Still-Effective Strategy (VM) (JH)

“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