Usman Reposted

1 year Sukuk yield under 11%? Banks shedding off high cost deposits. Public looking for alternatives? While MPC is cautious in policy rate cuts, ADR tax is causing over-easing. Not good for economy. This can create another bubble.


ATLH 320% divided.


Usman Reposted

IK is so cooked tbh. He brought a knife to a gun fight and lost the game due to his niceness and appeasement initially. He's counting on people who will continue to get high on clickbait youtubers who will sell false hopes about him while he'll languish in jail for a long time.


Usman Reposted

Pro-Tip:- Simply Invest to build a fortune but you need to wait for tomorrow & trade today to make a living but you can't switch the roles 🔀😇 Compounding 🟰 Time + CAGR How to assign P/E ❓ Why is a higher CAGR assigned higher P/E 🤷🏻‍♂️ Understand this simple valuation method👇🏻

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Pro-Tip:- ⚠️Invest only to make a fortune & trade to make a living Don’t trade with a short-term vision to gain 10-40% or even 100, 200% returns Invest with a long term vision to gain 20X, 40X even 100 X or more on your original investment in a span of 10-20 years

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Usman Reposted

Almost two years since the last table. "Median ROE & median P/E" adjusts for possible excess profitability, and vice versa. Good as a rough overview but always some odd numbers that one has to question (Indonesia's average current ROE one example). Even adjusting for…

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October end valuation update: Overall cheapest markets vs historic valuations (Median P/E & median ROE": 1) #SriLanka 2) #Pakistan 3) #Philippines #Vietnam is the big mover. Now #4. We discuss why in the upcoming monthly letter. #EmergingMarkets #FrontierMarkets

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Usman Reposted

ROIC - The underappreciated variable in valuation:

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Usman Reposted

Great investing books:

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Usman Reposted

In case you missed it, here's the long awaited video on Sazgar Engineering! 🚗 Here we explain how you can personally make an earnings forecast and value the company. Watch Now or Save for Later: youtu.be/inCAhc7R35g #SazgarEngineering #PSX #FinqalabAcademy #SAZEW


Usman Reposted

1.PSX had a return of 80% 2.Interest rate is down 2% 3.Petrol price is down by Rs57/liter 4.Inflation is down from 37% to 9.5% 5.Sovereign credit worthiness has gone up a notch 6.IMF on track 7.Exports up $3B 8.$12B rollover done


Usman Reposted

When hate, pessimism and negativity become a habit, people will only spew venom. Once I bought a T-shirt in Australia with the lowest price and highest quality, and also it turned out to be the most durable, which was “ Made in Pakistan”. Interestingly I came to know about it…

Someone shared two towels sold in the same shop in Europe 🇪🇺 priced differently: €2.25 & €4. Interestingly, made in 🇵🇰 is way cheaper, likely due to the lower quality 😊. As the ex-Governor of the State Bank noted, we at 🇵🇰 struggle with high-tech products & minds😔.

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Tomorrow #PSX index should trade above 77886, although it looks like the support level and channel are violated, and if the market does not recover then the next level is 72562.

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Complete bloodbath in US stock market.

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Many times, an investor sells high and it keeps going higher and even when it eventually retraces , it retraces above their exit point. There are also many a times when an investor sells high but before they can a chance to buy it back, it rebounds back to above their exit point


Equity returns are dramatically influenced by compounding effect of reinvested dividends. Between 1900 and 2016, $1 invested in US equities in 1900 would have grown in real terms to $1,402 with dividends reinvested, but to just $11.9 when taking only the capital gain into account


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