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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Report Card (DSP)
The Latest Edition of Wealth Conversations (FI)

B. Entrepreneurial Diary

Manufacturing Is A War Now (NO)
30+ Big Ideas Shaping Tech in 2025 (AZ)
Marketplace Pulse Year in Review 2024 (MP)
What I Learnt Managing A $35 Billion Group of Companies (YT)

C. The Most Valuable Financial Skill

The Antidote to Envy (MT)
Envy and the Law of Janteloven (OW)
The Most Valuable Financial Skill (MH) (SH)
Respect the Accomplishments, Don’t Envy the Person (CS)

D. Personal Finance

Aparigraha (BB)
Don’t Take the Market Personally (CS)
All That Really Matters (OS)
Why The Angst Against SIP is Futile (MC)
How To Choose An Investment Manager (FM)
3 Types of Investors: Which One Are You? (YT) (JI)
When Is It Fine To Make Lumpsum Investments? (PI)
Why Do Rich Older People Not Spend Their Money? (YT)
Navigating Market Mayhem: Buy, Balance, or Bail? (UO)

E. Other Articles

Boundless (SN)
Do As I Say, Not As I Did (DD)
The 3 Best Inflation Hedges (CS)
Interview with Russell Napier (TM)
A Litany of “I Told You So” (KI)
Grifting and Gullibility in Market Manias (MC)
The Trouble with US Equity Exceptionalism (BI)
Why High Return on Capital Isn’t Enough: The Key to Long-Term Shareholder Returns (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