Linkfest: 06 November, 2023

Some stuff I am reading today morning:

FPIs bearish bets are at record levels (BW)

FMCG EBITDA margins strong despite slow volume growth (FE)

How India is rejecting China (Fortune)

Interview with Charlie Munger (Acquired)

Interview with Ian Cassel (Morningstar)

How to do business analysis of real estate cos (Dr Vijay Malik)

Is the passive investing bubble about to burst? (The Market)

On Position Sizing (Special Situation Investing)

11 things I learned about investing (Alchemy)

Confessions of a middle class startup Founder (Intelligencer)

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