Categories
Tweets

The Great Indian Short

Categories
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)

Categories
IPO

Relentless Supply

Categories
Tax

How Different Assets are Taxed

Source: Mint

Categories
Links

Linkfest: 24 November, 2025

Some stuff I am reading today morning:

Why Lakshmi Mittal is leaving UK (FE)

Taliban woos Indian investors (BW)

Sindh may return to India (BT)

REITs to be gradually included in indices (Rediff)

Company: Godrej & Boyce (Forbes)

25 Years of Indian IPOs (Calm Investor)

The Crypto Bear Market of 2025 (HL)

The Silver Squeeze (DR)

How to find Doubles (Bill Nygren)

Rethinking Growth Investing (AA)