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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The Latest Edition of Wealth Conversations (FI)
Latest Economic Trends, Data Points & Insights from DSP Netra (DSP)

B. Entrepreneurial Diary

Paradigm Shifts (JC)
Why India Can’t Build the Next Apple or Tesla (ZD)
The Key Insights VCs Have That Value Investors Miss (BI)
How A Long Stock Market Boom Has Doomed India’s & America’s Competitiveness (SS)

C. Trade War: Here’s How To Think About Tariffs—and How Not To

Nobody Knows (HM)
Blood on the Street (BB)
The Stock Market Pendulum (NI)
The Art of Survival by Ian Cassel (MC)
The Timeless Parable of Mr. Market (FS)
What Now? An Investor’s To-Do List for Chaotic Markets (MS)
Anatomy of a Market Crisis: Tariffs, Markets and the Economy! (AD)
What We’ve Learned From 150 Years of Stock Market Crashes (MS)
Trade War: Here’s How To Think About Tariffs—and How Not To (DSP)

D. Personal Finance

Stay the Course (SN)
How to Survive Chaotic Markets (CS) (UC)
How Long Does it Take for the Market to Recover? (DD)
How to Access Mutual Funds and Stocks in DigiLocker? (BN)
The Hidden Traps in Health Insurance: A Personal Perspective (ML) (AG)

E. Other Articles

Be Superman (MC)
Independent Thinking (EC)
The Barrage of Bullish Influence (2P2)
Moats & Quality of Businesses (CW)
Rajeev Thakkar on Investing During Bear Markets (RT)

“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