www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Tarrif pe Tarrif (SI)
Valuations Matter (DSP)

B. Entrepreneurial Diary

Invisible Asymptotes (EN)
How to Be Consistent (SB)
Outliers: Estée Lauder—A Success Story (FS)
To Improve Yourself You Must Know Yourself (NL)

C. Why I Pray For A Long Bear Market?

Sequence of Returns (CS)
Praying for a Bear Market (RR)
Why I Pray For A Long Bear Market? (SI)
How to Survive and Thrive in a Bear Market (ZR)
Path Dependence: A Lesson for New Investors (SN)

D. Personal Finance

Fogged Windshield (II)
Never Root for a Recession (DD)
How to Make it a Healthy Correction (CS)
The Importance of Temporal Diversification (DF)
7 Things to Know Before Buying Term Insurance in 2025 (ZD)

E. Other Articles

Live Your Questions (SN)
Buybacks. Stock Repurchases (CW)
Volatility is Not Equal to Risk (SA)
Great Stocks Evolve But Most Investors Don’t (MC)
Trump Trades and European Equity Exceptionalism (BI)
What is Survivorship Bias, & Why It Matters for Your Daily Life (CT)
Bear Market Strategies & Future Investment Themes with Sunil Singhania (SS)

“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