www.mfp.co.in

The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Tathya (DSP)

B. Entrepreneurial Diary

Kunal Shah: Core Human Motivations (FS)
BlueBox Global Technology Fund Webinar, Presented by William Gale (VM)
15 Lessons from Amazon Annual Shareholder Letters (AT)
The Things I love About Google Are the Things I Dislike About Google (CL)

C. Focus: Less is More

Unwavering Focus (Dandapani)
Are We Becoming Information Obese? (CW)
The Anti-Smartphone Revolution (YT)
Four Great Decisions per Year (NC)

D. Personal Finance

All About Target Maturity Funds (CM)
The Truth About Investing (TW)
16 Essential Investment Rules by Sir John Templeton (QC)
Cashflow Committed vs Networth Committed – Which One Are You? (JI)
4 Key Reasons to Consider Health Insurance As a Part of Your Financial Planning (LM)
Don’t Forget These Steps After Buying a Health Insurance Policy! (FF)

E. Other Articles

What is EBITDA? (BF)
The Basics of a Balance Sheet (SOIC)
A Primer on Free Cash Flow – by Aswath Damodaran (AD)
Cumulative vs. Cyclical Knowledge (CB)
In the Heat of the Moment (YM)
Value Fund Managers: Let Your Winners Run (KI)
The Absurdity of 100% Inflation In Argentina (TG)
Which Asset Class is More Attractive Right Now: Stocks or Bonds? (CS)

“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