Thread by @dspmf

The latest edition of 𝐓𝐡𝐞 𝐓𝐫𝐚𝐧𝐬𝐜𝐫𝐢𝐩𝐭 (Apr-Jun 2022) is out now!

Check out @abhishec_s's compilation of data, insights & comments from last quarter's earnings calls.

Download full version: dspim.co/Tq1FY23

A sneak-peek thread below 👇

Segments covered in this edition of #DSPTranscript 👇

Download the full report: dspim.co/Tq1FY23

Thank you @oraunak for contributing to this edition of #DSPTranscript! 🙏

Download the full report: dspim.co/Tq1FY23

Quotes of the quarter 👇

Download #DSPTranscript: dspim.co/Tq1FY23

Connected TV (CTV) is evolving faster than people expected!

Download #DSPTranscript: dspim.co/Tq1FY23

France is considering a nuclear “renaissance” while Germany is reviving old coal plants as it retires its last 3 nuclear plants.

Download #DSPTranscript: dspim.co/Tq1FY23

IT investors are asking: “How bad can it get?”

We would be wary of forecasting low single digit growth (which some stocks are close to discounting) forever.

Download #DSPTranscript: dspim.co/Tq1FY23

High inflation feeds into wage expectations (wage-inflation spiral).

Download #DSPTranscript: dspim.co/Tq1FY23

Can you recall which brand of fans you have in your home? Which toothpaste do you use? Which shampoo?

Download #DSPTranscript: dspim.co/Tq1FY23

As it has always been- nobody knows.

Download #DSPTranscript: dspim.co/Tq1FY23

You can send your contributions for the next edition (Releasing Dec 1, 2022) to [e-mail]

Download the latest edition of #DSPTranscript: dspim.co/Tq1FY23

Link to all our earlier editions: dspim.com/latest-literat…

Disclaimer 👇