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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
2023: First-Half Returns (NI)
Technical Outlook on the Market (NT)

B. Entrepreneurial Diary

Letter to My Younger Self (TP)
Good Businesses Have Margin (JJ)
Proof You Can Do Hard Things (NL)
Decoding The Rise Of Angel Networks In India (IN)
Five Career-Related Things I’ve Changed My Mind On (YM)

C. How Returns Happen

How Returns Happen (FF)
Staying the Course (HD)
The Cruel Irony of Investing (II)
Bear Markets Are Transitory (CS)
High Returns or Appropriate returns? (MS)
Charlie Munger’s 1st Rule of Happiness (ME)
Stock Market Returns are Lumpy. Get Used to It (CM)

D. Personal Finance

Plan less, Live More (CM)
Rich and Anonymous (CF)
How to Get Rich in the Markets (RW)
SIPs in stocks: Should you go for it? (PI)
A Blueprint For Peak Retirement (TS)
Misconceptions About Index Investing You Should Ignore! (FF)
ITR Late Filing Consequences: Penalties And Impact On Taxpayers (BW)

E. Other Articles

Cash Is Reality (II)
Going the Distance (MC)
When to Dig a Moat (NB)
How to Find Multi-baggers (SS)
Are You a Better Investor? (JZ)
The Problem with Valuation (DD)
The Secret to Value Creation (SC)
Bill Miller on Markets & Investing (YT)
What it Takes to Build Lasting Wealth (GS)
Beware the Boredom of Bull Market (SN)
Good News-Bad News About the Economy (CS)
“Looking Beyond the Obvious” with Prabhakar Kudva (SI)

“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