www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Mr. Buffett on the Stock Market (RW)

B. Entrepreneurial Diary

EV Value Chain (IS)
30 Useful Concepts (GW)
Ideas Worth Cloning (CL)
Hall of Fame Bull Market (DJ)
Comfort and Convenience (SB)

C. Jim Simons: The Man Who Solved The Market

Learning from Jim Simons (MI)
The Man Who Solved The Market (RW)
The Algorithm Behind Jim Simons’s Success (AL)
Secrets of the Greatest Hedge Fund of All Time (DJ)
Interview with Renaissance Technologies CEO, Peter Brown (GS)
The Complete History & Strategy of Renaissance Technologies (QM)

D. Personal Finance

The Life Hedge (WG)
Which Mutual Fund? (BL)
The Missing Billionaires? (HD)
Diversification is About Decades (CS)
In Praise of the Dead (Investors) (YF) (MFP) (BI)
Should We Invest In Nifty 500 Index Fund? (BN)
How To Blow-Up Your Portfolio In Six Minutes (TS)
3 Assets That Might Not Diversify as Well as You Think (MS)
The Little Secret Behind Nifty Next 50 Index’s Recent Success (RI)

E. Other Articles

The Alpha Cycle (BI)
False Consensus Effect (MZ)
Young Bulls, Ageing Bears (AI)
Interview with Terry Smith (TM)
Investing in “Special” Situations (MC)
A Great Investor Is A Great Rejector (SW)
Lessons Learned from Charlie Munger (DF)
You Can’t Plan For Everything. But You Can Plan To Respond Better (CM)

“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