Joined February 2013
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- Followers 118,750
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Jun 11
Ask any business owner what their company's future looks like.
An honest answer is "I don't know. Hopefully better."
Now ask a financial model the same question.
@oraunak , Fund Manager & Head of Research at PPFAS Mutual Fund, believes that false certainty is the most dangerous thing in investing.
Read about Raunak's process for rigorous valuation actually works when nobody, not even the business owner, knows what's coming: tinyurl.com/DSPNetraJune2026
@SahilKapoor @PragatiAggarwa8 @ParthShah_01
Jun 5
Here is a list of practitioners, not just theorists, who have been kind enough to share their processes and learnings.
The rest of this report will help the reader learn:
-How to value stocks
-How to value bonds
-How to value currencies
-How to value Gold and Silver
-How to value credits
Read on.
@kapilagam @abhishec_s @RajeevThakkar @Suyash_SC @hktg13 @iramneek @oraunak @Jainresham @Kuntalhshah @PuneetK009 @Jatin_Khemani @ankitapathak_ @ParthShah_01 @PragatiAggarwa8 @SahilKapoor @arunrajendran
Read the thread or download:
tinyurl.com/DSPNetraJune2026
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A DCF model can be technically flawless and completely wrong at the same time.
Not because the math failed. Because the inputs were distorted before the math even started.
@Kuntalhshah, Founding Partner of Oaklane Capital Management, calls this exactly what it is, a precise illusion.
His framework for financial forensics on how to clean the accounting base before any valuation work begins is in DSP Netra's 60th edition.
It's worth your time. tinyurl.com/DSPNetraJune2026
@SahilKapoor @ParthShah_01 @PragatiAggarwa8
Jun 5
Here is a list of practitioners, not just theorists, who have been kind enough to share their processes and learnings.
The rest of this report will help the reader learn:
-How to value stocks
-How to value bonds
-How to value currencies
-How to value Gold and Silver
-How to value credits
Read on.
@kapilagam @abhishec_s @RajeevThakkar @Suyash_SC @hktg13 @iramneek @oraunak @Jainresham @Kuntalhshah @PuneetK009 @Jatin_Khemani @ankitapathak_ @ParthShah_01 @PragatiAggarwa8 @SahilKapoor @arunrajendran
Read the thread or download:
tinyurl.com/DSPNetraJune2026
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DSP Mutual Fund retweeted
Jun 12
21 years. A different market led the world almost every year.
China. Taiwan. The US. Japan. No leader held the top for long.
Nobody picks the winner in advance.
So DSP Global Equity Fund (GIFT City) picks differently. No country bias. No sector bias. Valuations decide.
@dspmf @KalpenParekh @ManishRathiDSP @kunjumon_mathew
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Jun 12
HDFC Bank and NVIDIA don't have much in common.
One takes deposits across India.
The other designs chips in California. They're different businesses following different cycles. But both are part of DSP Multi Asset Allocation Fund.
This month, the fund added to domestic equities through largecap stocks and index futures.
See the other top holdings as of May 31, 2026.
@KalpenParekh @ushinair @ManishRathiDSP
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Jun 12
What is today's price already assuming?
Most investors never ask that question.
@iramneek , CIO at DSP Pension Fund, starts every valuation with it.
The goal isn't just to find the right price. It's to find the discount to the right price. No one knows the true intrinsic value of a business and that uncertainty is precisely why Margin of Safety matters.
How Ramneek works backwards from price to find disagreement and what it would take for him to act is in DSP Netra June 2026: tinyurl.com/DSPNetraJune2026
@SahilKapoor @PragatiAggarwa8 @ParthShah_01
Jun 5
Here is a list of practitioners, not just theorists, who have been kind enough to share their processes and learnings.
The rest of this report will help the reader learn:
-How to value stocks
-How to value bonds
-How to value currencies
-How to value Gold and Silver
-How to value credits
Read on.
@kapilagam @abhishec_s @RajeevThakkar @Suyash_SC @hktg13 @iramneek @oraunak @Jainresham @Kuntalhshah @PuneetK009 @Jatin_Khemani @ankitapathak_ @ParthShah_01 @PragatiAggarwa8 @SahilKapoor @arunrajendran
Read the thread or download:
tinyurl.com/DSPNetraJune2026
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DSP Mutual Fund retweeted
Jun 10
The market doesn't test your knowledge as much as it tests your behaviour.
That's the idea behind Behavioural Lab, a closed WhatsApp community by DSP Mutual Fund which is a space to explore the behavioural side of investing through stories, insights, and conversations that matter.
Join @AnilGhelani ,Senior Vice President – Passive Investments & Products, DSP Mutual Fund for a live Q&A on behaviour, investing, and staying the course.
Join the whatsapp group using this link: chat.whatsapp.com/G5wK3MK8FH…
📅 12 June 2026 | 🕓 4:00 PM – 5:00 PM
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DSP Mutual Fund retweeted
Jun 11
2024 at 27 PE : sips are our strength
2026 at 18 PE : sip s have failed ?
Just when the time to add more units has begun
The mistake is not in today’s disappointment
It was in 2024 euphoria
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Jun 10
What must the business deliver to justify this price?
Bhavin Gandhi, Fund Manager at DSP Mutual Fund, thinks that's the question most investors never think to ask and it changes everything about how you read a valuation.
A stock that looks expensive often isn't. One that looks cheap often isn't safe.
The number on the screen is never the whole story.
Bhavin Gandhi's full framework, applied across full market cycles, is in DSP Netra June 2026- tinyurl.com/DSPNetraJune2026
@SahilKapoor @PragatiAggarwa8 @ParthShah_01
Jun 5
Here is a list of practitioners, not just theorists, who have been kind enough to share their processes and learnings.
The rest of this report will help the reader learn:
-How to value stocks
-How to value bonds
-How to value currencies
-How to value Gold and Silver
-How to value credits
Read on.
@kapilagam @abhishec_s @RajeevThakkar @Suyash_SC @hktg13 @iramneek @oraunak @Jainresham @Kuntalhshah @PuneetK009 @Jatin_Khemani @ankitapathak_ @ParthShah_01 @PragatiAggarwa8 @SahilKapoor @arunrajendran
Read the thread or download:
tinyurl.com/DSPNetraJune2026
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Jun 9
Every rupee in a portfolio should have a purpose. What role is your idle cash playing today?
Use Liquid ETFs to keep your unallocated capital and earn overnight rates.
Know More: tinyurl.com/liqetfs2
@AnilGhelani @ManishRathiDSP
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Jun 9
Most people think valuation is complicated because the math is hard.
It isn't. The math is simple.
What's hard is everything underneath it. The assumptions. The judgment. The discipline to estimate honestly rather than optimistically. The willingness to throw out a number you wanted to be true.
@RajeevThakkar ,CIO of PPFAS Mutual Fund, has spent decades sitting with that difficulty. His thinking on what makes valuation reliable and what breaks it is in DSP Netra June 2026 edition.
It's worth your time: tinyurl.com/DSPNetraJune2026
@SahilKapoor @PragatiAggarwa8 @ParthShah_01
Jun 5
Here is a list of practitioners, not just theorists, who have been kind enough to share their processes and learnings.
The rest of this report will help the reader learn:
-How to value stocks
-How to value bonds
-How to value currencies
-How to value Gold and Silver
-How to value credits
Read on.
@kapilagam @abhishec_s @RajeevThakkar @Suyash_SC @hktg13 @iramneek @oraunak @Jainresham @Kuntalhshah @PuneetK009 @Jatin_Khemani @ankitapathak_ @ParthShah_01 @PragatiAggarwa8 @SahilKapoor @arunrajendran
Read the thread or download:
tinyurl.com/DSPNetraJune2026
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DSP Mutual Fund retweeted
Jun 8
DSP Netra 5th Anniversary Edition
Process Knowledge
Live Webinar.
Tuesday, 9th June at 4pm
Register: us02web.zoom.us/webinar/regi…
@dspmf
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DSP Mutual Fund retweeted
Jun 8
How to value bonds
The Value And Pitfalls In Framework Building
Bonds seldom follow standardized valuations metrics.
A robust framework, with constant monitoring can help.
- @Suyash_SC
Suyash Choudhary, CIO Fixed Income, Bandhan Mutual Fund shares his insights in the 5th Anniversary Edition of DSP Netra.
@bandhanmutual @dspmf
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DSP Mutual Fund retweeted
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Jun 5
This is the 5th Anniversary Edition of DSP Netra.
Nature degrades all physical things. Even written down words. Process Knowledge, the ‘know-how’ of doing things is critical. Too much reliance on outsourcing, automation, quants coupled with circumstances where the ‘know-how’ isn’t passed on can cause many streams to go extinct.
Investing, like cooking, is a practitioner’s job. You can have the best ingredients and written down recipes, but they can’t substitute for experience and legacy.
This edition of DSP Netra attempts to bring this critical process knowledge to its readers through the best practitioners of the industry.
Read the thread or download:
tinyurl.com/DSPNetraJune2026
@KalpenParekh @SahilKapoor @arunrajendran @ushinair @ManishRathiDSP @PragatiAggarwa8 @ParthShah_01 @Devang199301
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Jun 5
Here is a list of practitioners, not just theorists, who have been kind enough to share their processes and learnings.
The rest of this report will help the reader learn:
-How to value stocks
-How to value bonds
-How to value currencies
-How to value Gold and Silver
-How to value credits
Read on.
@kapilagam @abhishec_s @RajeevThakkar @Suyash_SC @hktg13 @iramneek @oraunak @Jainresham @Kuntalhshah @PuneetK009 @Jatin_Khemani @ankitapathak_ @ParthShah_01 @PragatiAggarwa8 @SahilKapoor @arunrajendran
Read the thread or download:
tinyurl.com/DSPNetraJune2026
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