www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Frontier Emerging Markets: An Untapped Investment Opportunity (FT)

B. Entrepreneurial Diary

The Lessons of a Lousy Business (KW)
What it Takes to Raise a Series B (IC)
What Do VC Returns Actually Look Like? (HW)
A Number From Today and A Story About Tomorrow (CF)

C. Five Simple Portfolio Strategies

Simple Portfolio #1: 3 Fund Portfolio (MS)
Simple Portfolio #2: All Weather Portfolio (MS) (DD)
Simple Portfolio #3: 60/40 (MS) (CS)
Simple Portfolio #4: The Cockroach Portfolio (MS) (PF)
Simple Portfolio #5: Coffee Can Portfolio (MS) (CS)
Diversification Is Your Free Lunch (CN)
A Tree Isn’t A Forest, A Stock Isn’t A Portfolio (TS)

D. Personal Finance

Investments- Getting Organised (BL)
How To Choose A Fund Manager? (PPFAS)
What To Do When Markets Drop (VG)
10 Thoughts About Personal Finance (BN)
15 Ways to Lose Money in the Markets (CS)
The Seven Virtues of Great Investors (JZ)
The Benefits of Investing Early in Life (VC)
The Well-Off People Who Can’t Spend Money (MS)

E. Other Articles

Three Things (DF)
Boring Is Good (TM)
Why Take A Chance? (CK)
Stop Paying Attention (BI)
The Golden Age of Fraud (AM)
The Skills of Stock Picking (MC)
A (Long) Chat with Peter L. Bernstein (JZ)

“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