www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
A Framework For The Cyclical Industries (QP)
How to do Business Analysis of Tea Producers (VM)
Latest Economic Trends, Data Points & Insights from DSP Netra (DSP)
Why India Will Be The Best Emerging Market Over the Next 10 Years (CW)

B. Entrepreneurial Diary

Misaligned Incentives (CJ)
52 Tiny Venture Lessons (TG)
Adaptability Will Always Beat Planning (SB)
Learning from J. Hyatt Brown’s Brown & Brown (MC)
29 Lessons From 150 Million Podcast Downloads (RH)
Why You Should Disrupt Categories, Not Create Them (EV)

C. Personal Finance

No One is Crazy (CF)
When Did this Bull Market Start? (DD)
Some Things I Don’t Believe About Investing (CS)
Pay Attention To The Steak, Not The Sizzle (TS)
14 Lessons About Money & Life From 40 Years of Living (MS)
Are More Informed Investors Prone to Making Poorer Decisions? (FL)

D. Other Articles

Risk Reward Trade off (SA)
More Wrong than Right (BI)
Economic Moats Explained (FS)
Interview with Stan Druckenmiller (SD)
Momentum Investing Explained by Manish (MD)
10 Investing Lessons from the 2024 Election (RW)
Don’t Take Financial Advice From Hedge Fund Managers (CS)
Like Fish in a Barrel, A Method for Industry Selection (VJ)
Don’t Invest in ‘Too Good to Be True’ — Lessons Learned from an Alleged Ponzi Scheme (WC)

“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