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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Person of The Year 2024 (HDFC)
Put These Charts on Your Wall (BL)
Indian Markets: 10 Key Takeaways & Outlook FY 2025 (AS)

B. Entrepreneurial Diary

Obituary: Dr Manmohan Singh (BS) (BL)
I Have A Few Questions (CF)
Peter Thiel Class Notes (BL) (MFP)
Ideas That Stuck 2024 (RR)
2025 Predictions by a Venture Capitalist (TT)
Make Your Bed First, Then Change The World (HI)

C. The Most Important Thing: Asset Allocation

The Asset Allocation Quilt (LM)
Asset Allocation Strategies (KS)
Ruminating on Asset Allocation (HM)
Asset Allocation for Young Investors (KS)
The Most Important Thing: Asset Allocation (MS)
Global Diversification is Still Working (DF) (CS)
Should You Change Asset Allocation Based On the Nifty PE Ratio? (PI)
Momentum Investing with Asset Allocation framework by Manish Dhawan (CFA)
Chemistry of Investing:A Study of Multi Asset Allocation Concept (AS) (WA)

D. Personal Finance

7 Hidden Traps of Retirement (RM)
The Journey of the Brave SIP Investor (AK)
The Lazy Person’s Guide to Investing (HD)
How Much Equity Risk Should You Take? (BW)
The ‘Linked Benefits’ of index investing (FT)
The Great Mutual Fund Circus – Starring: Your Money! (UC)

E. Other Articles

No One To Blame (MC)
Learning The Right Lessons (SK)
The Ignorance of the Crowd (DD)
4 Key Ideas About The Stock Market (HD)
Shannon’s Demon, Parrondo’s Paradox (RS)
F&O Trading Is India’s Largest Casino (SB)
The 2025 OptimistiCallie Anti-Outlook (OC)
Why Governments Make Poor Speculators (OP)
The Illusion of Safety in Diversification (TM)
Steve Ballmer, the Non-Investing Guru of Investing (WS)
Investment Panel – Profiting from The Mistakes of Others (YT)

“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