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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Global Valuations Update (IF)
Seeing the Glass Half Full: Annual Newsletter 2025 (VQ)
DSP NETRA: 7 Myths About Markets Debunked by Data (DSP)

B. Entrepreneurial Diary

Generational Wealth (ND)
Importance of Destroying Ideas (II)
Deep Roots, Hard Looks, And Change (PE)
8 Predictions for India eCommerce in 2025 (IN)

C. The Cycle of Investment Bubbles and Frauds

Torres Scam (MW)
On Bubble Watch (HM)
Seven Pillars of Market Bubbles (AA)
Investment Bubbles and Frauds Have a Lot in Common (BI)
The Growth Mirage: Why High-Growth Sectors May Not Yield High Returns (2P2)

D. Personal Finance

Six Types of Wealth (YM)
Are We Bullish Enough? (DD)
5 Investments Mistakes to Avoid (BN)
There’s Always Going To Be A Bigger Boat (TS)
Managing Portfolio Risks Amid Macro Uncertainties (VR)
Gold at 1 lakh: Is It The Investment for Uncertain Times? (UC)
Asset Allocation: The Single Most Important Financial Decision of Your Life (ET)

E. Other Articles

Academics Vs Traders (MW)
The Art of Selling by Kuntal Shah (CFA) (OC)
A Quarter Century of Investing (RW)
What Do Investors Expect in 2025? (BI)
Stockholm Syndrome and Compulsions of Fund Management (MG)
Financial Apps Are No Guarantee of Great Investments; Ability To Think Independently Can Make You A Successful Investor (ET)

“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