Linkfest: 19 October, 2023

Some stuff I am reading today morning:

India-UK FTA deal may get delayed (Rediff)

Used phones become new craze (BS)

PhonePe revenue jumps 77% to 2,914 Cr (Fortune)

Stock Talk: Paytm (MC)

Investing lesson from HDFC Bank stock (Morningstar)

Active MFs out number the stocks they invest in (MC)

Zombie Alert (Daily Reckoning)

Thread: Bond Vigilantes (James Lavish)

The Portfolio Liquidity Cycle (Seth Klarman)

The problem with P/E Multiples (Overlooked Alpha)

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