Linkfest: 12 December, 2025
Some stuff I am reading today morning:
Mexico to impose 50% tariffs on India (MC)
Retail investors sell 23,000 Cr in 2 months (Rediff)
Big Tech is doubling down on India (CNBC)
Theme: Exchanges (FE)
Trillion $ Marketcaps (Aswath Damodaran)
Understanding ROIC of low growth businesses (BHI)
The Vibecession (Kyla)
The discipline of stepping away (Financial Pen)
Bad Strategy (DR)
The Company as a Machine for doing stuff (Not Boring)
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