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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Nine Lessons the Market Taught in 2024 (AA)
FII Selling In India Continues; What Are The Key Reasons For This Exit? (YT)

B. Entrepreneurial Diary

Three Observations (SA)
The Future of Venture (SL)
Big Tech’s Mid-Life Crisis (OS)
The End Game in Business! (AD)
Car is the New Smartphone? (PPFAS)
What will be the ROI on AI spend? (MC)

C. How to Win The SIP

How to win the SIP (ED)
A Note to SIP Investors (SK)
What Are We Worried About? (SN) (PI) (FS)
The 7 Golden Rules for SIP Investors & When to Stop Your SIP (MN)

D. Personal Finance

The Misery Value Of Money (TS)
Bubble Next? Market Outlook (AN)
How to Survive The Market Crash (GS)
How to Pass the Stock Market’s Stress Test (SN)
The Long-Term Depends on Your Time Horizon (CS)
How to Navigate a Market Correction Like a Pro (CA)
India’s New Tax Bill: Here Are All The Key Changes (BW)

E. Other Articles

Primary Sources (RW)
Predicting Rain (II)
Broken Markets!? (BI)
Building Mosaics (FS)
The Perils of Line-Item Thinking (BI)
The Conviction that Inspires Us (MC)
Optimism Among Gamblers & Investors? (RW)
Deep Finance Thoughts by Ben Carlson (CS)
Focus on the Top Line – The Bottom Line Will Follow (TM)
The Hidden Costs of Certainty: Why the Best Trades Are Uncomfortable (AS)

“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