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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Nectar (DSP)
The State of the Markets (October 2024) (BB)
A Healthy Correction is Not Very Tasty (NT)

B. Entrepreneurial Diary

The Inner Animal (MC)
What Do You Do With an Idea? (NB)
Unlocking Insights into the Solar Industry! (OC)
Quick Commerce – Can It Revolutionize The Retail Industry? (PPFAS)
NVIDIA’s Founder & CEO, Jensen Huang Fireside Chat With Mukesh Ambani (CT)

C. Am I a Permabull?

Am I a Permabull? (CS)
Just ‘Don’t’ Do It (HI)
Optimists Are the Best Investors, Even If the Pessimists Sound Smarter (WC)
What Happens If You Miss Some of The Best or Worst Days in The Market? (ZE)

D. Personal Finance

Booms and Brats (DF)
The Art of Waiting (SN)
Importance of Rebalancing (FB)
Ruminating on Asset Allocation (OK)
The Most Important Thing: Asset Allocation (MS)
How Much House is Too Much? (DD)
Investing in Mega IPOs: What the Data Shows (CM)
You’re Not Paranoid. The Market Is Out to Get You (WS)
Why It Makes Sense To Become A Defensive (Passive) Investor (FF)

E. Other Articles

The Run (MC)
The 1987 Market Crash (NI)
Events, Dear Boy, Events (BI)
Note to Investors: Time to “Zoom Out” (JH)
It’s a Treasure Trove of Health Insights! (SW)
3% Stock Market Returns For the Next Decade? (CS)
A Few Thoughts On Diversification Strategies (FF)
Lessons from Two Decades Running Quant Models (VD)
5 Investment Lessons From the Best Investing Books (DF)
Measuring Performance – How to Choose the Right Benchmark (DL)

“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