Linkfest: 08 September, 2023

Some stuff I am reading today morning:

US President Biden in India today (MC)

India’s policy contradictions (CNBC)

Foxconn Chief excited about India (Rediff)

L&T wins $4 Billion order from Saudi Aramco (BS)

Why FMCG cos want a bite of Haldirams (FE)

Bubbles & Bubbles (Irrelevant Investor)

Sing me a song of valuation (Wisdom Tree)

The rise & fall of ESPN’s leverage (Stratechery)

Even if you knew the future (Microcap Club)

Respect & Admiration (Morgan Housel)

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