Insights to take better investment decisions 1. Netra Sahil Kapoor 2. 5 things and Tathya Ankita Pathak 3. The Transcript abhishek 4. Annual Report Nectar + 5. Sectoral chart book Compass by Bhavin Gandhi & our analysts Follow them + DSP Mutual Fund to get all of above

First liquidity crunch causes rates to rise, then higher rates strangulate growth.📉 Download Netra's May '22 edition: dspim.co/NetMay22

We're back with the latest edition of 𝐓𝐡𝐞 𝐓𝐫𝐚𝐧𝐬𝐜𝐫𝐢𝐩𝐭 (Jan-Mar 2022). Check it out to see abhishek's compilation of insightful data, insights & comments from last quarter's earnings calls. Download full version: dspim.co/T4qfy22

The objective of an investment process is to guide decision making & risk management under conditions of uncertainty;a future with surprises - both good and bad. It has nothing to do with the daily price quotations, fluctuations or the identity of the buyer or seller (2/2)

SO EXCITED that #DSPNetra's 𝗔𝗻𝗻𝗶𝘃𝗲𝗿𝘀𝗮𝗿𝘆 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 (Jun 2022) is here! As always, check out the latest economic trends, data points & insights that matter.🏁 But. This. Time. It's. Different. Read on to find out how!👇

The latest edition of 𝐓𝐡𝐞 𝐓𝐫𝐚𝐧𝐬𝐜𝐫𝐢𝐩𝐭 (Apr-Jun 2022) is out now! Check out abhishek's compilation of data, insights & comments from last quarter's earnings calls. Download full version: dspim.co/Tq1FY23 A sneak-peek thread below 👇

Want free access to key insights from 60+ companies across 20+ sectors? Check out the freshest, FY22 edition of #DSPNectar, our annual compilation of key insights from across the market! Follow the thread below for a sneak peek 👇 or download here: dspim.co/NectarFY22

Stop caring about what others think…

The December 2022 edition of #DSPNetra is out! Netra is a smart way to keep track of the latest economic trends & insights that matter. Follow the thread below or download here: dspim.co/NetDec22

Our Equity team's Annual Note 𝟮𝟬𝟮𝟯: 𝗜𝘁𝘀 𝗮 𝗥𝗲𝗹𝗮𝘁𝗶𝘃𝗲 𝗪𝗼𝗿𝗹𝗱, is out now! It dives into what makes good companies great, key issues that impacted the market, ongoing projects our Equity Team is involved in, our foray into ESG, and our performance. Read below 👇

If you sit for more than 6 hours a day, read this:

Want free access to key insights from 60+ companies across 20+ sectors? Check out the fresh edition of #DSPNectar, our annual compilation of key insights from across the market! Read the thread below or download the Annual Report Nectar: dspim.co/NectOct23

Habit Loop - The Four Laws of Behaviour Change Atomic Habits by James Clear

Peter Lynch's investment lecture: 46-minute masterclass that's as relevant today as it was 25 years ago.

Interesting: (Universe: NSE 500)

Why do journalists never ask money managers, “what are you selling?” Download the doc: dspim.co/TransMar24

The man who built Coke - ASA Candler - not sure about the long term future of the business & if he should push his son deep into it Those closest to business also have doubts - those away are always more certain

Everything is cyclical and mean reverting. A simple yet elegant way to assess cycles involves analysing the market cap and profit percentages of sectors relative to the total. When both metrics peak or bottom out, it warrants deeper investigation.

The FY25 #DSPReportCard is out! Capturing key trends across sectors as we see them, here's a thread that provides an overview. Read more: dspim.co/ReportCardNov24

Large-cap fund managers were first told they wouldn’t beat the Nifty 50. Then the Nifty 100. Then the Equal Weight index. Then Next 50. Pick your passive. Let me know.