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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
How to do Business Analysis of Construction Companies (VM)

B. Entrepreneurial Diary

OpenAI for the Next Era (SA)
Strategy Vs Tactics (MBA)
Ideas That Changed My Life (CF)
Bhavish Aggarwal on The EV Agenda, Startup Ecosytem & OLA Electric (YT)
Nandan Nilekani – Building the India Stack: UPI, Aadhar and Data Empowerment (CC)

C. The Rise of Influencer Capital

Trading Games (DD)
SEC Action on “FinTwitters” (GE)
Options Trainers, Stock Tipsters, Influencers and Other Disgusting Creatures (IH)
Has SEBI Lost the Battle against Finfluencers and Illegal Advisers? (ML)

D. Personal Finance

Mutual Fund vs. PMS (CM)
ULIP vs. Mutual Fund (PI)
Expenses, Did You See This Way? (SP)
The 4% Rule for Retirement Spending Makes a Comeback (LM)
How to Choose a ‘Good’ Equity Product for Your Portfolio (EAS)
The 80:20 Investor and his Investment Insights (AK)

E. Other Articles

The Drift (PY)
Howard Marks Memo: Sea Change (OC)
Some Thoughts About Investing (CS)
Technical Analysis For Investors (NT)
When to Bet Big, and When Not To (SN)
What No One tells You About Diversification (MS)
Equity Builds Wealth? – An investing Masterclass With Amey Kulkarni (UC)
Finding an Edge; Creating a Moat Around an Investment Process (BT)

“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