06 August, 2025 – Alpha Ideas

Some stuff I am reading today morning:

RBI likely to keep interest rates unchanged (Forbes)

Modi Govt clears 67,000 Cr Defence push (MC)

Red flags in SME IPO FlySBS (Tijori)

Hindu rate of Hyper Growth (BW)

REITs in India set for exponential growth (FE)

Might Tariffs get Overturned (Big Picture)

The Paradox of knowing too much (Anand Shah)

The Power of a trusted brand (Klementon)

The AI revenue rocket ship (Tomasz Tunguz)

Defending against AI (Aswath Damodaran)