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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Economy and Markets Outlook by Prashant Jain (CM)

B. Entrepreneurial Diary

Tell Good Stories (YM)
We Are All Capitalists Now (FT)
Why Generalists Own the Future (EV)
How Eighty-One Dollars Made Lyndon Johnson (AL)
11 Predictions: Here’s What AI Does Next (HB)
India’s Journey: Successes, Challenges, and the Road Ahead – A Deep Dive into 75 Years of Progress (IN)

C. How to Think About Risk

How to Think About Risk with Howard Marks (OK)

D. Personal Finance

Wealth Is A Single Player Game (TS)
Getting Paid to Not Understand It (DD)
The Pros and Cons of Equal Weight Indices (PF)
All About Ayushman Bharat Pradhan Mantri Jan Arogya Yojana (BN)

E. Other Articles

Judas Goat (MC)
SageOne’s Latest Memo (SO)
Investors Must Survive (BI)
The Cycle of Financial Manias (SN)
Teaching Note on Shriram Finance (FF)
How to Spot an Impending Bear Market (BB)

“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