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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
The Report Card By DSP Mutual Fund (DSP)
Factor Investor Report – May 2023 (FI)
The Latest Edition of Wealth Conversations (FI)

B. Entrepreneurial Diary

Fooled by Fanatics (RW)
Flowers & Leadership (RG)
Compounding Optimism (CF)
Chasing the AI Goldrush (YM) (HG)
Learning from Dollar Tree’s Macon Brock (MC)
Counting Non Existent Sheep – Why the Bull Market Story of Unicorns Unravelled (LM)

C. What Drives Investment Results?

What Drives Investment Results? (MS)
ROIC and the Investment Process (MS)
Importance of ROIC: Compounding and Reinvestment (JH)
Simple But Not Easy: Building Blocks for Wealth Creation (JS)

D. Personal Finance

Why Are Houses So Expensive? (DD)
Decoding the Real Estate sector (PPFAS)
Wealth: Five Formulas and a Recipe (SC)
Gold Vs Stock Market – Which is best? (BN)
False Proxies That Deceive Your Finances (BI)
How to Stop Being Your Own Worst Enemy (in Investing) (NI)
The Best Money Wish a Father Can Pray for His Son (MH) (NP)
The New Nifty Microcap 250 Index: Is it Suitable for Retail Investors? (MC)

E. Other Articles

FOMO As Sales Tool (CM)
Lightning in a Bottle (MC)
Peacock’s Tail Fund (ML)
Reflecting on 24 Years (ON)
What Matters In The End? (SC)
What Does an “Analyst” Do? (CG)
This is Why You Stay the Course (CS)
To be a New Fool in The World (JZ)
How to (Almost) Get Away With Fraud? (FS)
Practical Tips to Become a Great Listener (CT)
Do You Suffer From Headline Stress Disorder? (TS)
Manish Chokhani On India’s Next Decade And Portfolio (MC)
How Investing Personality Types Frame Your Money Perspective (PC)
Sharing Memories of Ben Graham with Warren Buffett in Omaha, 2023 (BG)
Technofunda Investing from a Fundamental Practitioner’s Point of View: Ashish Kila (CFA)

“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