www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
SPIVA India Mid-Year 2023 (SP)

B. Entrepreneurial Diary

What to Watch in India (TG)
How To Hire Your First 10 Employees (MC)
Letters from a Self-Made Merchant to His Son (FS)
A Framework for Thinking About Systems Change (IS)
Overlooked Truths of Business and Investing Success (CF)

C. Alpha Ideas SME Stars Meet- 2023 Edition

2023 Alpha Ideas SME Stars-Recordings (AI)

D. Personal Finance

House of Cards (HD)
The 96% Problem (TS)
A Collection of Regrets (BA)
The Paradox of Past Performance (BI)
Who Doesn’t Need Life Insurance (PI)
How to Save Money on a Lower Income (CS)
10 Quotes That Shaped My Investment Philosophy (RW)
The 12% Myth: Estimating Long-Term Equity Returns (CM)
Letter to a Friend Who Just Made a Lot of Money (GD)

E. Other Articles

Drawdowns (WL)
The Art of Reinvesting (IN)
Returns Per Unit of Stress (SN)
Don’t Just Look at the Results (CS)
The Search For Multibaggers (IT)
Further Thoughts on Sea Change (HM)
Interview with Govind Parikh (MC)
How to Generate Stock Ideas Quickly (RD)
Todd Combs – Investing, The Last Liberal Art (JC)
Optimism in Investing and the Stockdale Paradox (2P2)
Investing Strategy: “Don’t Forget What You’re Trying to Do” (BH)
Momentum Investing with Asset Allocation framework by Manish Dhawan (CFA)

“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