www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)

B. Entrepreneurial Diary

How To Be Successful (SA)
All things AI with Sam Altman (BG)
A Short History of Video Games (EV)
Permanent Equity Annual Letter (PE)
A Quick List of Great Things Our Guests Said This Year (PO)

C. Learnings From The Cycles

Survive to Thrive (SS) (II)
Learnings From the Cycles by Shyam Sekhar (SS)
New Memo From Howard Marks: Easy Money (HM)
Long-term Investing in Equity Comes With No Guarantees of Success! (FF)
Investing Framework : Learning from the History of Capital Markets (KS)

D. Personal Finance

Only Two Types of Investments (DM)
How Good is Your Health Insurer? (ET)
Mutual Fund vs. Direct Stock Portfolio (AG)
Should Your Portfolio Be 100% U.S. Stocks? (DD)
Unleash The Power Of Conscious Spending (TS)
The Indian Senior Citizen: Dying Rich But Not Living Rich (BG)
Are Debt Instruments Better Than FDs for Investment? (VM)
Reflections From 10 Years of Financial Independence (MR)
Find the Best Asset Allocation Mix That Will Maximise Your Returns (MC)
Which Should I Sell to Rebalance? Top Performer or Bottom Performer? (FF)

E. Other Articles

Dangerous Games (II)
Investing Lessons Recapped (HD)
The Case for Not Investing (AB)
The Folly of Selling on Bad News (PP)
Reflections: The Lessons of 2023 (AL)
Are You Bullish or Bearish in 2024? (RH)
How to Decide Whether to Take That Risk (JF)
The Easily Amused Mind is Simply Happy (MS)
Nifty@21,700: What Should be the Portfolio Strategy for 2024? (SA)

“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