Share this page!

Maybe Scrolly?
DSP Mutual Fund Profile picture
Twitter logo
Sep 1 โ€ข 12 tweets โ€ข 9 min read
The latest edition of ๐“๐ก๐ž ๐“๐ซ๐š๐ง๐ฌ๐œ๐ซ๐ข๐ฉ๐ญ (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 ๐Ÿ‘‡
Segments covered in this edition of #DSPTranscript ๐Ÿ‘‡

Download the full report: dspim.co/Tq1FY23
Thank you @oraunak for contributing to this edition of #DSPTranscript! ๐Ÿ™

Download the full report: dspim.co/Tq1FY23
Quotes of the quarter ๐Ÿ‘‡

Download #DSPTranscript: dspim.co/Tq1FY23
Connected TV (CTV) is evolving faster than people expected!

Download #DSPTranscript: dspim.co/Tq1FY23
France is considering a nuclear โ€œrenaissanceโ€ while Germany is reviving old coal plants as it retires its last 3 nuclear plants.

Download #DSPTranscript: dspim.co/Tq1FY23
IT investors are asking: โ€œHow bad can it get?โ€

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 TheTranscript@dspim.com

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

Link to all our earlier editions: dspim.com/latest-literatโ€ฆ
Disclaimer ๐Ÿ‘‡

โ€ข โ€ข โ€ข

Missing some Tweet in this thread? You can try to force a refresh
ใ€€

Keep Current with DSP Mutual Fund

DSP Mutual Fund Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @dspmf

DSP Mutual Fund Profile picture
Aug 5
A very special 'Independence' edition of ๐—ก๐—ฒ๐˜๐—ฟ๐—ฎ (August 2022) is out now!

#DSPNetra helps you keep track of the latest economic trends & gives you the insights that matter.

Download #DSPNetra: dspim.co/NetAug22
US Dollarโ€™s dream run may be overโ€ฆ thatโ€™s what the data suggests.

Download #DSPNetra: dspim.co/NetAug22
Too many Dollar bulls arenโ€™t a great set-up for US Dollar strength. Caution ahead.

Download #DSPNetra: dspim.co/NetAug22
Read 14 tweets
DSP Mutual Fund Profile picture
Aug 3
The case for investing in silver, via ๐——๐—ฆ๐—ฃ ๐—ฆ๐—ถ๐—น๐˜ƒ๐—ฒ๐—ฟ ๐—˜๐—ง๐—™

A short thread๐Ÿ‘‡

Explore/ invest: dspim.co/AgETFsoc Image
What are the key drivers that make Silver a potent investment option?

โžก๏ธDownload full presentation: dspim.co/AgETFpres
โžก๏ธInvest: dspim.co/AgETFsoc Image
Why Silver prices could potentially increase: The supply-demand economics! ๐Ÿ‘‡

โžก๏ธPresentation: dspim.co/AgETFpres
โžก๏ธInvest: dspim.co/AgETFsoc Image
Read 11 tweets
DSP Mutual Fund Profile picture
Jul 14
US inflation came in at 9.1% y-o-y yesterday, a 40 year record. Inflation has been a key area of concern for investors lately.

In this (long) thread, we highlight trends which indicate a likely โ€˜๐—ฐ๐—ผ๐—ผ๐—น๐—ถ๐—ป๐—ด-๐—ผ๐—ณ๐—ณโ€™ ๐—ผ๐—ณ ๐—ถ๐—ป๐—ณ๐—น๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—ฟ๐˜† ๐˜๐—ฟ๐—ฒ๐—ป๐—ฑ๐˜€ ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ.๐Ÿ‘‡
โ€œI donโ€™t track inflation for investingโ€: 52-๐˜บ๐˜ฆ๐˜ข๐˜ณ-๐˜ฐ๐˜ญ๐˜ฅ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฐ๐˜ณ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฏ๐˜ฆ๐˜จ๐˜ข๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ณ๐˜ฆ๐˜ต๐˜ถ๐˜ณ๐˜ฏ๐˜ด ๐˜ฐ๐˜ท๐˜ฆ๐˜ณ 10 ๐˜บ๐˜ฆ๐˜ข๐˜ณ๐˜ด!

Download report: dspim.co/InflationCollaโ€ฆ

#DSPOnInflation
#DSPOnInflation: What are we saying?

Download report: dspim.co/InflationCollaโ€ฆ
Read 29 tweets
DSP Mutual Fund Profile picture
Apr 5
Here's a quick way to keep track of the latest economic trends & connect the dots with insights: The April 2022 edition of ๐—ก๐—ฒ๐˜๐—ฟ๐—ฎ is out now!๐Ÿ™

Download our Early Warnings & Signals Guide: dspim.co/NetApr22

Thread break-down with the latest update ๐Ÿ‘‡ Image
Lenders have been lazy while metals were hyper active. Are they likely to wake up from their slumber & have a good time?

Download Netra's Apr '22 edition: dspim.co/NetApr22 Image
Banks witnessing improving fundamentals. Markets likely to sit up & take notice. Soon!

Download Netra's Apr '22 edition: dspim.co/NetApr22 Image
Read 13 tweets
DSP Mutual Fund Profile picture
Dec 3, 2021
Hello dosts, ๐—ก๐—ฒ๐˜๐—ฟ๐—ฎ's latest edition (Dec 2021) is out now!๐Ÿ™

Download the new edition of our Early Warnings & Signals Guide: dspim.co/NetDec21

Here's a thread with the latest update ๐Ÿ‘‡
Corporate Indiaโ€™s margin expansion is under threat. Costs have escalated. A margins squeeze ahead?

Download full deck: dspim.co/NetDec21
Small & mid cap stocks' outperformance has hit the proverbial road block. A consolidation or underperformance ahead? Probable.

Download full deck: dspim.co/NetDec21
Read 13 tweets
DSP Mutual Fund Profile picture
Oct 5, 2021
Many of you asked for the latest 'Netra' (our Early Warnings & Signals Guide through Charts)!

The October 2021 edition is out now ๐Ÿ™Œ

A thread with the latest update ๐Ÿ‘‡

Download full report: dspim.co/NetOct21
India suffered a bleak employment situation due to the pandemic. This is now beginning to reverse.

Full report: dspim.co/NetOct21
Banking credit moves with corporate profitability. Profitability is settling at healthy levels, indicating a likely improvement in banking credit growth ahead.

Full report: dspim.co/NetOct21
Read 13 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(