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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Navigator (DSP)

B. Entrepreneurial Diary

How to Create a Masterpiece (TP)
Why You Believe The Things You Do (CF)
12 Lessons from 200+ Company Stories (PB)
Men and Rubber: The Story of Business by Harvey Firestone (NI)

C. Buy & Hold Investing

The Wisdom of K (WL)
242x Story of an Investor (MFP)
Inaction Is Not Inactivity (BI)
The First Rule of Compounding (WL)
Charlie Silk’s 150-Bagger – by Peter Lynch (PL)
Latticework of Mental Models: Do Something Bias (SN)
Is Jeremy Siegel Right About Stocks for the Long Run? (AP)
Account Turnover Or Do Nothing Trategy? Which One Is Better? (HD)

D. Personal Finance

Indexing is Well Understood (RW)
Why To Rebalance And When (CS)
The Evolution of Financial Advice (CS)
Things I Have Learnt About Spending Money (ND)
Is it a good time to invest in RBI Floating Rate Savings Bonds? (MC)
When The Stock Market Plunges…Will You Be Brave or Will You Cave? (JZ)

E. Other Articles

How Returns Happen (FF)
Staying the Course (HD)
External Validations (PY)
The Bulls Are Back In Town (DD)
Attributes of a Great Business (BH)
What Can the CIA Teach Investors? (BI)
Lessons Inherited From a Value Investor (RC)
‘Fooled by Backtests’ by Puneet Khurana (CFA)
Howard Marks: The Cardinal Sin Of Investing (AM)
Surviving Markets: Why Great Investors Are Rare (NC) (RW)

“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