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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
Put These Charts on Your Wall … 2023 Edition (BL)

B. Entrepreneurial Diary

How to Think (YT)
What to Watch in India (GL)
Byron Wien’s 20 Life Lessons (PW)
What I Wish Someone Had Told Me (SA)
The Science of Learning to Let Go (NL)

C. The Power of Compounding

Compounding (OW)
Boredom- A Manifesto (HI)
Gratitude Compounding (MS)
The Upside to Delayed Success (YM)
How To Have Better Habits in 2024 (RH)
Compounding Human Capital (ED) (SK) (RW)
My Presentation on The Power of Habit & Joy of Compounding (MFP)

D. Personal Finance

Do Nothing (MS)
Aam Aadmi Trading Mistakes (AS)
Life Insurance – Surrender Value- Some thoughts (BB)
2000-Year-Old Financial Advice that Still Rocks Today! (FF)
Chemistry of Investing:A Study of Multi Asset Allocation Concept (WO) (LM)

E. Other Articles

23 Ideas from 2023 (SN)
12 Reasons to Be Bullish (DB)
Only Pessimists Pick Bottoms (IT)
Building an Unfair Advantage (MC)
Pragmatism by Charlie Munger (II)
The Stock Market is Our Mona Lisa (CS)
5 Investing Lessons I (Re)learned In 2023 (BI)
Will 2024 Be an Up Year for the Stock Market? (DD)
Detecting Frauds, ‘Selling’ Right, Avoiding Value Traps (MC)
Confessions of an Analyst: My Five Investing Mistakes (MS)
Seeking A Balance – My Learnings As A Portfolio Manager by EA Sundaram (CFA)

“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