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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Market Observations – March 2025 (RP)
The Latest Edition of Wealth Conversations (FI)
The India Flipbook March 2025 By Capitalmind (CM)

B. Entrepreneurial Diary

Meet Your Heroes (FF)
Turning $5M Into $100M (CF)
How to Remain Unlucky (II)
Beautiful vs. Practical Advice (CF)
Drop Your Ego or It Will Drop You (HI)
Are Companies Really Staying Private for Longer? (VN)

C. Personal Finance

How Not to Invest (DD) (BG) (KS)
The 7-Year Itch- A Note on SIP (MO)
What’s In The Center Of Your Portfolio? (TS)
Which is Better, Starting SIP at The Top or Bottom? (WO)
How to Think About Credit Card and Travel Hacking (WI)
How To Claim Medical Expenses From Multiple Insurance Policies? (BN)
Navigating Finances in Your 40s: Essential Financial Strategies for Mid-Life (FS)

D. Other Articles

Currency Chaos (EW)
Volatility Clusters (CS)
Aspects of Investing (CW)
We Must Time The Market (AR)
A Correction, Not a Crisis (OS)
Make Holding On for the Long Term Easy (NI)
On Stock-Picking in Volatile Environments (AC)
The Definitive Guide to Momentum Investing (MS)
François Rochon’s 2024 Annual Letter to Partners of Giverny Capital (GC)
If Equity Markets Didn’t Fall as Much Their Returns Would be Lower (BI)

“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