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ConferenceCall

RMC: Switchguide

Source: Earnings Call of RMC Switchgears Ltd

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Chart

The Sound of Money

Source: Investor Presentation of CWD Ltd

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Tweets

The Great Indian Short

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Links

Linkfest: 25 November, 2025

Some stuff I am reading today morning:

India-EU FTA pact by January (DH)

4 Labour Codes,1 Big Leap (Manish Sabharwal)

SC clears Sandesara Brothers (ML)

Russia offers discount of $7 per oil barrel (BT)

Rational Exuberance (Big Picture)

The AI bubble (CST)

Google drops a nuke in AI wars (DR)

Who will the Trillion $ robotaxi race? (Economist)

Crypto crash & the Trump family (Bloomberg)

Trump has called Europe’s bluff (Unherd)

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IPO

Relentless Supply