Linkfest: 23 October, 2023

Some stuff I am reading today morning:

Meet Ashok Vaswani, new CEO of Kotak Bank (BT)

Cash holdings with MFs at 16 year low (Rediff)

Rural recovery for FMCG cos takes a pause (BS)

Why we didn’t invest in Raymond (Scottish Oriental)

Superlinear Returns (Paul Graham)

Gold & the Debt bubble (Sprott)

Thread: Consequences of Unicorn Debt (Aditi Shrivastava)

How to invest in times of war (Of $ and Data)

Markets have suffered a ‘sea change’ (Felder Report)

Economist PhDs are mind-bendingly nuts (Rudy Havenstein)

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