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The Infant Learner

Some stuff I read this week:

A.  This week’s Special:- 

E.A. Sundaram at FLAME Investment Lab With The Masters – Invest In Yourself

Mr. EA Sundaram is currently the Executive Director and CIO – Equities at DHFL Pramerica PMS. Previously, he was the Equity Fund Manager and Head of Research at Zurich Mutual Fund (1994-2003); Head of PMS Investments at HDFC Mutual Fund (2003-2008) and Portfolio Manager at M3 Investment Managers (2008-2013). In his career spanning over 26 years, Mr. Sundaram has had a vast exposure to public equity and fund management in various formats, closed and open-ended equity funds, family office and portfolio management services. He holds a post graduate from IIM Ahmedabad.

Recently he delivered a lecture at Flame University. Kindly access to the below link for a lecture:

Lecture at Flame Investment Lab

B. Entrepreneurial Diary

The Epic Rise of John D. Rockefeller ( TH )
James Dyson on the Art of Invention ( YT )
Dr. Raj Panjabi Goes the Last Mile in Liberia ( NY )
Lessons from GE’s outgoing Chairman Jeff Immelt ( LI )

C. Other Stories

Thoughts on Valuation ( MM )
Baupost 2Q 2017 Letter ( DD )
An Honest Business News Update ( CF )
The Excessive History of Microcaps ( MC )
How Anne Scheiber built a fortune? ( WW )
Business Analysis: Cochin Shipyard Ltd. ( VR )
Wells Fargo vs. Small Community Banks ( BH )
Saving is For the Poor, Investing is For the Rich ( DD )
Business Analysis: Bhageria Industries Limited ( VM )
Confirmation bias: can trading psychology affect investment? ( CC )
Copying Peter Lynch, Investors Bought a Stock, Watched It Tank ( TT )
Five “Must Ask” Due Diligence Questions Before Making Any Investment ( FM )

“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