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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Bear Market Anatomy – The Path & Shape of The Bear Market (GS)

B. Entrepreneurial Diary

AI in Hospitality (YT)
Exporting from India (RD)
Deeptech investing in India (SB)
How to Lead Like a Scientist (GT) (NL)
My Thoughts on Tariffs, Economic History, and the Market Decline (CF) (TM)

C. What is Risk?

What is Risk? (BI)
Misbehaving in a Volatile Market (CS)
Risk, Not Volatility, Is the Real Enemy for Investors (MS)
Now Is the Time to Ask: How Much Market Risk Can You Take? (AP)

D. Personal Finance

The Ratios That Matter (MS)
Spreading Your Bets (HD)
What To Do When The Market is Crashing (GS)
Investors Need To Follow The Golden Mean (TS)
The Price of Peace: Why Diversification is Difficult, but Necessary (DD)

E. Other Articles

Management Quality (CW)
A Compendium of Talking Heads (BH)
Michael Steinhardt – In His Own Words (MC)
Return is the ONLY Measure of Success (IT)
Buying When the Stock Market is Down 15% (CS)
Stock Market Recovery Time, a Long-Term Perspective (FD)
7 Common Mistakes We Make When We Start Investing (ZI)
Avoid the Unforced Investment Errors Even Billionaires Make (RW)
America Underestimates the Difficulty of Bringing Manufacturing Back (TW)

“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