www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The Rotational Bull Market !! (NT)
MFP Annual Letter to Investors 2024 (MFP)
Latest Economic Trends, Data Points & Insights from DSP Netra (DSP)

B. Entrepreneurial Diary

A Few Little Ideas And Short Stories (CF)
Focus and Finding Your Favorite Problems (NC)
Interview with Tech Analyst Benedict Evans (TM)
The 3-Layer Cake Strategy To Building A Company That Lasts (LC)

C. There’s Always a Reasons to Sell

Reasons To Sell (SC)
This is Normal (CS)
I Can’t Explain (BI)
A Few Thoughts On the Selloff (II)
How Long Can Stocks Underperform? (DD)
Is a Nifty One-Day 2% Drop UNIQUE? (BN)
Letting Go: Why Selling is so Hard to Do (FC)
The Cruel Psychology of the 1,000-Point Drop (JZ)

D. Personal Finance

Claim Checks (RW)
The Art of Patient Investing (MF)
Behavioural Biases in Investing (DSP)
When Should You Sell Your Mutual Funds? (MC)

E. Other Articles

We Will Find You (MC)
Ted Weschler Case Study (DC)
Marty Zweig’s Trading Rules (MZ)
Transcript of Talk on Evolutionary Biology (FP)

“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