www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Market Breadth (SOIC)
Nobody Knows Beyond A Point (NT)
The Navigator by DSP Mutual Fund (DSP)
India Real Estate Now, Next, Beyond (NC)

B. Entrepreneurial Diary

Insecurity Analysis (CS)
The Rise of Dopamine Culture (HB)
Dope or Dopamine..Its a Thin line. (AM)
The Story of Decathlon Redefining the Indian Sports Retail (LR)
India Is on a Hiring Binge That Trump’s Tariffs Can’t Stop (NY)

C. The Death of Backtesting

Trend Following is a Spiritual Experience (MW)
Why Trend Following is Harder Than it Looks (DD)
The Death of Backtesting: Why Past Performance Means Nothing in Real Markets—And When It Does (AS)

D. Personal Finance

Hey ! Don’t forget Sec 54 F (CW)
Play Defense With Your Money (DF)
How Many Funds Should I Invest In? (PI)
How Are Inherited Mutual Funds Taxed? (FI)
Winning by Not Losing: The Silver Rule of Investing (FL)
Why is International Investing Working Again? (DF) (CS) (MS)
A Case Study of How Recency Bias Destroyed Investor Wealth (AP)
Does Hiding Existing Policies Lead to Insurance Claim Rejection? (BN)

E. Other Articles

Loss Cutting (II)
Macroeconomics (CW)
Retail Quota in IPOs (BB)
The Recession Road Map (OI)
When Buy-and-Hold Dies (CS)
Do You Know The Muffin Man? (FF)
Markets Lack A Final Destination (TS)
The Four Pillars of Rationality (KW)
Position Yourself For Investment Success (TL)
What If Equities Spend Decades in The Doldrums? (EI)
Printing Money does not “always” Cause Inflation (ED)
Improving Earnings Do Not Mean a Rising Stock Price is ‘Justified’ (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