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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Ikigai : Quarterly Letter to Investors (IK) (MC)
Latest Economic Trends, Data Points & Insights from DSP Netra (DSP)

B. Entrepreneurial Diary

Strategy Vs Tactics (MC)
Steve Cohen – The Billions Man (IT)
The ‘Like’ Button Changed Humanity Forever (HI)
Inside the Secret School for the World’s Best Founders (TG)
A Dozen Things I’ve Learned from Jenny Lee about Investing and Business (IQ)

C. Avoid News

Avoid News (GN)
The Noise Factory (BI)
Why You Should Stop Reading News (FS)

D. Personal Finance

The Long-Term Wins (CS)
Don’t Be A Market Fanboy (TS)
Retirement Ages by Country (FD)
20 Rules for Markets and Investing (BB)
Three Questions And Three Stories (MS)
Identifying Safe Investment Products (MC)
The Simple Secrets of Modest Millionaires (BI)
SIP Vs SWP Mutual Funds – Which is better in India? (VB) (BN)
Do Vanguard, Blackrock, and State Street Run the World? (DD)

E. Other Articles

A Bird In Hand (II)
The Art of Selling (KS)
All I Ever Told You (DB)
Hurricane Preparation (OS)
Minimizing Type 1 Errors (EC)
How to use a Reverse DCF (SW)
Letter to Investors Q2 FY25 (SL)
Defining Bull and Bear Markets (CS)
The Hidden Cost of Index Replication (AA)
Buy Low & Sell High: Why Is It So Difficult? (VI)

“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