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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Green Industrial Revolution (RV)
Fishing in a Very Large Pond (SB)
Valuation Indicators Are Flashing Red (AI)
The Latest Edition of Wealth Conversations (FI)

B. Entrepreneurial Diary

The Quick Commerce Olympics (IN)
Focus On The Process, Not The Outcome (JV)
Why So Many of The World’s Oldest Companies Are in Japan (BB)

C. Value Chain of Long-Term Investing

Conviction Investing (MC)
The Best Investment Strategy: DISCIPLINE (PC)
Patience: The Most Underused Investing Skill (TS)
Value Chain of Long-Term Investing by Utpal Sheth (SC) (P1) (P2)

D. Personal Finance

What’s The Big Idea? (BI)
How Higher Capital Gains Taxes Impact You! (PI)
Don’t Let Recency Bias Lead You Astray (MS)
Longevity Lessons From A 91-Year-Old (RM)
How Smallcap Fund NAV Behaved Over The Last 6+ Years (SI)
What is Coast FIRE? The Ultimate Guide to Semi-Retirement (DD)
Currently, I’m Happy to Underperform’ – Rajeev Thakkar, PPFAS Mutual Fund (VR)

E. Other Articles

Burden of P/E Ratio (AI)
When Market Ignorance is Bliss (NI)
Forecasts? I Haven’t Got A Clue … (PS)
How Fear Makes Us Better Investors (OS)
How Many Of Your Investments Will Survive? (CM)
Navigating the Sea Change with Howard Marks at Oaktree Conference 2024 (HM)

“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