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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The India Flipbook By Capitalmind (CM)
The Latest Edition of Wealth Conversations (FI)

B. Entrepreneurial Diary

How to Live an Asymmetric Life (GW)
A Few Things I’m Pretty Sure About (CM)
The Enduring Myth of Great Companies (CM)
Exploring India’s $130 Billion Wedding Industry (SI)
India Shows All The Signs of A Failed Middle-Income Country (ET)

C. Patience: The Most Underused Investing Skill

Active Patience (MC)
Patience: The Most Underused Investing Skill (TS)
The Best Investment Strategy: DISCIPLINE (PC)
Interview with Anil Goel (AJ)
Q&A with Chris Mayer (CM)
The Art of Patience: How Delayed Gratification Builds Wealth (DF)

D. Personal Finance

Why Stock Investors Need A MF Portfolio (PI)
Is 5 Crore Enough For Retirement In India? (BN)
Saving for Retirement Isn’t A Strict Formula (HD)
Should You Ever Put More Than 20% Down on a Home? (DD)
Is Long-Term Investing Only About Compounding? (LM)
What Long-Term Stock Returns Should I Assume in My Plan? (BI)
Winning Funds, Losing Streaks: Decoding the Mystery of Short-Term Underperformance (FI)

E. Other Articles

8 Big Lessons (DF)
You Stand Alone (SN)
Is Buffett Bearish? (EP)
Why Buffett Is Selling? (VI)
Time Isn’t An Asset Class (TS)
The Big Call – Bubble In Quality? (AC)
Model Portfolio vs Customized Portfolio (SA)
Don’t Worry About What the Market is Telling You (BI)
Small Wins Can Add Up to Long-Term Investing Success. Just Ask Roger Federer (MS)

“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