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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Wealth Letter May 2023 (CM)
India And The New World Order (CG) (NP) (IT)
Factor Investor Report – April 2023 (FI)

B. Entrepreneurial Diary

The Spotlight Effect (SB)
Talent, Scarcity, and Culture (DP)
Choosing Your Pacemaker (SG)
Atomberg Disrupting an $80B Market (JVC)
All about ONDC (SS) (MC)

C. Learning From Berkshire Hathaway’s Annual Meeting

Full Recap of Berkshire Hathaway AGM 2023 (CN)
Berkshire Hathaway Annual Meeting Transcript (RW)
Best of Berkshire Hathaway Annual Meeting (NC)
Learning from Annual Berkshire Hathaway Shareholders Meeting (VK)

D. Personal Finance

Quick Rich Schemes Are Dangerous (RC)
How Long Will You Live? (BI)
Should You Save More to Retire Earlier? (DD)
Maybe Retiring At 35 Was A Bad Idea (RP)
The Case For International Diversification (CS)
Investment Opportunities in Fixed Income Space (PPFAS)
It Doesn’t Take Special Financial Knowledge to Become Wealthy (FS)

E. Other Articles

Investing’s Big Blindspot (SC)
“Glass Half-Empty” Investors (RW)
30 Ideas That Changed My Life (SN)
What Has Worked in Investing (TW)
The Case for Living Life Backwards (YM)
Nature Is A Terrific Wealth Builder (TS)
Should Investors Trust Their Gut? (BI)
The Tension Between Art and Money (MT)
The Essential Qualities of a Good Speculator (MC)
The Stock Market vs. Stocks in the Market (DM)
Timeless Wisdom from MohnishPabrai (BK) (IP) (IL)
What They Did Not Tell Us About Long-Term Investing (CM)
Kiril Sokoloff in conversation with Stanley Druckenmiller (SH)

“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